Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds 2050 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $30.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $4.0M |
| 2 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $3.6M |
| 3 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN |
KILMARNOCK VA |
| 281 |
| $37.8M |
| $3.1M |
| 4 | RJ LEE GROUP, INC. RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN | MONROEVILLE PA | 173 | $19.9M | $2.1M |
| 5 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $1.4M |
| 6 | UN1F1ED2 GLOBAL PACKAGING GROUP UN1F1ED2 GLOBAL PACKAGING GROUP 401(K) PROFIT SHARING PLAN AND TRUST | SUTTON MA | 1,031 | $38.7M | $1.4M |
| 7 | VERSABILITY RESOURCES, INC. VERSABILITY RESOURCES, INC. 401K PLAN | HAMPTON VA | 682 | $18.8M | $1.3M |
| 8 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $1.2M |
| 9 | TANCO ENGINEERING, INC. TANCO ENGINEERING 401(K) PLAN & TRUST | LOVELAND CO | 114 | $9.4M | $1.1M |
| 10 | COMBINED RESOURCES, LLC LAKEVIEW HEALTH HOLDINGS, INC 401K PLAN | DEERFIELD BEACH FL | 268 | $9.6M | $947K |
