Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2050 Target Date Retirement R3 " in their Schedule of Assets, totaling $3.0M 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 | THE THRASHER GROUP, INC. THE THRASHER GROUP, INC. 401(K) PROFIT SHARING PLAN | BRIDGEPORT WV | 329 | $27.4M | $862K |
| 2 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN | CHEYENNE WY | 77 | $11.7M | $553K |
| 3 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN |
WALTHAM MA |
| 218 |
| $9.1M |
| $524K |
| 4 | TLC OPERATIONS, INC. TLC OPERATIONS, INC. RETIREMENT PLAN | RALEIGH NC | 163 | $3.1M | $417K |
| 5 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $262K |
| 6 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. PALACIOS MARINE AND INDUSTRIAL COATINGS 401(K) PLAN | PALACIOS TX | 1,343 | $5.1M | $231K |
| 7 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $120K |
| 8 | CHEROKEE NATION HOME HEALTH CHEROKEE NATION HOME HEALTH 401(K) PROFIT SHARING PLAN & TRUST | TAHLEQUAH OK | 95 | $304K | $26K |
