Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 108 U.S. retirement plans report holding American Funds 2050 Target Date Retirement fund Mutual Fund in their Schedule of Assets, totaling $284.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MINUTECLINIC, LLC MINUTECLINIC 401(K) PLAN | WOONSOCKET RI | 3,330 | $350.0M | $48.6M |
| 2 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $16.9M |
| 3 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN |
LOS ANGELES CA |
| 2,617 |
| $301.5M |
| $16.3M |
| 4 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $12.2M |
| 5 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $11.9M |
| 6 | KIPP BAY AREA SCHOOLS KIPP BAY AREA SCHOOLS 401(K) PLAN | OAKLAND CA | 780 | $53.2M | $9.6M |
| 7 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $9.3M |
| 8 | ST. CROIX REGIONAL MEDICAL CENTER, INC. ST. CROIX REGIONAL MEDICAL CENTER 403(B) PLAN | ST CROIX FLS WI | 679 | $83.5M | $8.7M |
| 9 | ZUORA, INC. ZUORA, INC. 401(K) PLAN | REDWOOD CITY CA | 633 | $99.8M | $8.0M |
| 10 | OMADA HEALTH, INC. OMADA HEALTH RETIREMENT PLAN | SOUTH SAN FRANCISCO CA | 795 | $45.8M | $7.5M |