Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding American Funds 2050 Target Date Fund R6 '' in their Schedule of Assets, totaling $159.3M 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 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $26.7M |
| 2 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $19.6M |
| 3 | BRUNSWICK GROUP, LLC |
NEW YORK NY |
| 386 |
| $89.5M |
| $13.4M |
| 4 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $10.7M |
| 5 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $6.4M |
| 6 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $5.5M |
| 7 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $4.2M |
| 8 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $4.0M |
| 9 | COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION 403(B) RETIREMENT PLAN | RUTLAND VT | 421 | $41.7M | $3.8M |
| 10 | CADDELL CONSTRUCTION CO. (DE), LLC CADDELL CONSTRUCTION RETIREMENT PLAN | MONTGOMERY AL | 405 | $59.8M | $3.8M |
