Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 274 U.S. retirement plans report holding American Funds 2050 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $748.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $80.2M |
| 2 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $75.0M |
| 3 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 43,434 |
| $794.2M |
| $40.3M |
| 4 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $37.2M |
| 5 | HOBBY LOBBY STORES, INC. SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUP | OKLAHOMA CITY OK | 31,651 | $563.8M | $32.2M |
| 6 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $31.6M |
| 7 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $16.6M |
| 8 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $15.9M |
| 9 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $14.1M |
| 10 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $12.3M |
