Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2050 Target Date Retire R6 " in their Schedule of Assets, totaling $13.9M 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 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $4.5M |
| 2 | ALLEN, ALLEN, ALLEN & ALLEN CORPORATION ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN | RICHMOND VA | 173 | $60.6M | $1.9M |
| 3 | B-K TOOL & DESIGN, INC. |
KALIDA OH |
| 125 |
| $11.4M |
| $1.7M |
| 4 | AERO PRECISION HOLDINGS LP AERO PRECISION HOLDINGS RETIREMENT SAVINGS PLAN | MIRAMAR FL | 228 | $23.9M | $1.4M |
| 5 | WESTERN BEEF RETAIL, INC WESTERN BEEF RETAIL, INC. 401(K) PROFIT SHARING PLAN | RIDGEWOOD NY | 2,038 | $28.5M | $1.2M |
| 6 | KING RISK PARTNERS, LLC KING INSURANCE 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 288 | $6.9M | $787K |
| 7 | VPNE PARKING SOLUTIONS, LLC VPNE PARKING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | HINGHAM MA | 2,269 | $17.7M | $691K |
| 8 | EMPLOYEE BENEFIT MANAGEMENT SERVICES, INC. EBMS RETIREMENT PLAN | BILLINGS MT | 346 | $14.8M | $583K |
| 9 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $483K |
| 10 | ALTANO U.S., LLC ALTANO U.S., LLC 401(K) PLAN | LEXINGTON KY | 183 | $3.8M | $465K |
