Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding American Funds 2050 Target Date Fund Mutual fund in their Schedule of Assets, totaling $105.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VEEVA SYSTEMS INC. VEEVA SYSTEMS INC. 401(K) PLAN | PLEASANTON CA | 3,977 | $460.9M | $36.5M |
| 2 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $12.6M |
| 3 | Q SERVICES, LLC Q SERVICES 401(K) PROFIT SHARING PLAN |
OVERLAND PARK KS |
| 3,234 |
| $112.4M |
| $9.0M |
| 4 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $5.4M |
| 5 | NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 185 | $39.7M | $3.9M |
| 6 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $3.6M |
| 7 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $2.1M |
| 8 | TIFFANY & BOSCO, P.A. TIFFANY & BOSCO, P.A. PROFIT SHARING 401(K) PLAN | PHOENIX AZ | 229 | $32.6M | $1.9M |
| 9 | UNBOUND UNBOUND RETIREMENT PLAN | KANSAS CITY KS | 114 | $18.8M | $1.9M |
| 10 | MAX-TECH, INC. MAX-TECH INC. 401(K) PROFIT SHARING PLAN | HAMEL MN | 723 | $15.2M | $1.8M |
