Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding American Funds 2050 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $184.3M 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 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $40.2M |
| 2 | VICE MEDIA ACQUISITION, LLC VICE MEDIA ACQUISITION, LLC 401(K) PLAN | BROOKLYN NY | 109 | $55.0M | $18.0M |
| 3 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN |
FREDRICKTOWN OH |
| 2,431 |
| $236.0M |
| $15.7M |
| 4 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $13.6M |
| 5 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN | PEACHTREE CITY GA | 3,530 | $202.1M | $11.1M |
| 6 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $10.7M |
| 7 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $9.2M |
| 8 | WIX.COM, INC. WIX.COM, INC. 401(K) PLAN | NEW YORK NY | 518 | $39.7M | $6.6M |
| 9 | CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN | WEST READING PA | 799 | $96.1M | $6.1M |
| 10 | WAYNE AUTOMATIC FIRE SPRINKLERS, INC. WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST | OCOEE FL | 677 | $86.7M | $5.7M |
