Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding American Funds 2050 Target Date Retirement Fund " in their Schedule of Assets, totaling $204.2M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $75.0M |
| 2 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $37.2M |
| 3 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN |
SANDY UT |
| 3,958 |
| $128.2M |
| $16.6M |
| 4 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $14.1M |
| 5 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 564 | $49.7M | $6.0M |
| 6 | THE GUARDIAN FOUNDATION, INC. THE GUARDIAN FOUNDATION, INC. RETIREMENT PLAN | OOLTEWAH TN | 1,642 | $33.0M | $4.4M |
| 7 | MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC NORSTELLA 401(K) PROFIT SHARING PLAN | YARDLEY PA | 1,300 | $69.3M | $4.2M |
| 8 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN | DANVILLE IL | 1,552 | $75.6M | $3.9M |
| 9 | COMMUNITY HEALTH CENTER OF SOUTHEAST KANSAS, INC. COMMUNITY HEALTH CENTER RETIREMENT PLAN | PITTSBURG KS | 978 | $28.9M | $3.4M |
| 10 | OUTSOURCING STRATEGIES, INC. OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | WESTMONT IL | 2,079 | $34.4M | $3.0M |
