Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding American Funds 2050 Target Date Fund ....................................... in their Schedule of Assets, totaling $81.9M 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 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $9.6M |
| 2 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $6.7M |
| 3 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN |
STRATHAM NH |
| 1,066 |
| $89.5M |
| $6.1M |
| 4 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $6.0M |
| 5 | TELLIGEN, INC. TELLIGEN, INC. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 748 | $97.9M | $4.7M |
| 6 | NETSPI, LLC NETSPI 401(K) P/S PLAN | MINNEAPOLIS MN | 490 | $33.5M | $4.1M |
| 7 | VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST | PULASKI WI | 321 | $29.9M | $3.6M |
| 8 | NIBBI BROTHERS ASSOCIATES, INC. NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN | SAN FRANCISCO CA | 128 | $39.0M | $2.8M |
| 9 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | MISHAWAKA IN | 1,253 | $62.4M | $2.6M |
| 10 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $2.4M |
