Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2050 Target Date Fund R2 - in their Schedule of Assets, totaling $802K 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 | CALDWELL MEDICAL CENTER CALDWELL MEDICAL CENTER INC. TAX DEFERRED ANNUITY PLAN | PRINCETON KY | 245 | $5.0M | $425K |
| 2 | VOSGES HOLDINGS, LLC VOSGES, LTD. 401K PROFIT SHARING PLAN | CHICAGO IL | 65 | $1.2M | $221K |
| 3 | HEIGHTS CHRISTIAN SCHOOLS HEIGHTS CHRISTIAN SCHOOL 403(B) PLAN |
LA HABRA HEIGHTS CA |
| 247 |
| $7.4M |
| $156K |
