Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds 2050 Target Date Fund R4 Mutual fund in their Schedule of Assets, totaling $15.9M 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 | MAYESH WHOLESALE FLORIST, INC. MAYESH WHOLESALE FLORIST, INC. 401(K) PLAN | LOS ANGELES CA | 331 | $29.6M | $3.3M |
| 2 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $2.8M |
| 3 | MARSHALL FARMS GROUP LTD |
NORTH ROSE NY |
| 226 |
| $74.4M |
| $2.7M |
| 4 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $1.7M |
| 5 | MOTORS MANAGEMENT CORPORATION MOTORS MANAGEMENT CORPORATION 401(K) PLAN | AVENEL NJ | 275 | $14.9M | $1.1M |
| 6 | TOWN & COUNTRY FEDERAL CREDIT UNION TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN | SOUTH PORTLAND ME | 129 | $14.7M | $773K |
| 7 | ADVANCED TECHNOLOGY & RESEARCH CORP. ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN | BELTSVILLE MD | 140 | $27.0M | $648K |
| 8 | WHIDBEY TELEPHONE COMPANY WHIDBEY TELEPHONE COMPANY 401(K) PLAN | LANGLEY WA | 89 | $14.4M | $546K |
| 9 | ASC PROCESS SYSTEM, INC. ASC PROCESS SYSTEM, INC. 401(K) PLAN | VALENCIA CA | 253 | $20.8M | $526K |
| 10 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $433K |
