Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding American Funds 2050 Target Date Retirement R6 - in their Schedule of Assets, totaling $92.9M 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 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $27.9M |
| 2 | NORTH STAR BLUESCOPE STEEL LLC NORTH STAR BLUESCOPE STEEL LLC RETIREMENT PARTNERSHIP | DELTA OH | 608 | $161.8M | $8.6M |
| 3 | RILEY CREEK LUMBER COMPANY |
COEUR DALENE ID |
| 1,276 |
| $118.6M |
| $7.6M |
| 4 | ORTHOPEDIC ONE, INC. ORTHOPEDIC ONE, INC. 401(K) PLAN | WESTERVILLE OH | 699 | $152.0M | $4.5M |
| 5 | UNITED ANIMAL HEALTH, INC. UNITED ANIMAL HEALTH, INC. 401(K) PLAN | SHERIDAN IN | 321 | $71.7M | $4.4M |
| 6 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN | PLYMOUTH MEETING PA | 4,457 | $99.5M | $4.3M |
| 7 | PENTEGRA SERVICES, INC STRATEGIC RETIREMENT PROGRAM | WHITE PLAINS NY | 1,308 | $49.6M | $4.2M |
| 8 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN | FREEPORT IL | 1,608 | $158.4M | $2.7M |
| 9 | MJ INSURANCE INC. MJ INSURANCE, INC. 401(K) PLAN | CARMEL IN | 225 | $41.9M | $2.6M |
| 10 | MEDICAL ONCOLOGY & HEMATOLOGY ASSOCIATES MISSION CANCER + BLOOD 401(K) PLAN | DES MOINES IA | 0 | $51.9M | $2.6M |
