Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2050 Target Date Retirement Fund Mutual fund a in their Schedule of Assets, totaling $11.5M 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 | BARRETT BUSINESS SERVICES, INC. BARRETT BUSINESS SERVICES, INC. RETIREMENT SAVINGS PLAN | VANCOUVER WA | 51,743 | $260.8M | $9.9M |
| 2 | EMPOWER WORKPLACE CORP. EMPOWER WORKPLACE CORP. 401(K) PLAN | PITTSBURGH PA | 121 | $8.7M | $869K |
| 3 | BANNER PROPERTY MANAGEMENT, LLC |
DEERFIELD IL |
| 93 |
| $11.6M |
| $736K |
