Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding American Funds 2050 Target Date Retirement - in their Schedule of Assets, totaling $48.5M 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 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $10.1M |
| 2 | THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN | CINCINNATI OH | 520 | $52.5M | $3.7M |
| 3 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST |
SAGINAW MI |
| 428 |
| $46.2M |
| $3.5M |
| 4 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $3.3M |
| 5 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $2.8M |
| 6 | LTA RESEARCH AND EXPLORATION LLC LTA RESEARCH 401(K) PLAN | SUNNYVALE CA | 279 | $17.0M | $2.6M |
| 7 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW GROUP, INC. | NEW BRITAIN CT | 2,339 | $20.7M | $2.1M |
| 8 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $2.1M |
| 9 | LAMPREY HEALTH CARE, INC LAMPREY HEALTH CARE 403(B) PLAN | NEWMARKET NH | 208 | $17.7M | $2.0M |
| 10 | ENSINGER, INC. ENSINGER, INC. PROFIT SHARING AND 401(K) PLAN | WASHINGTON PA | 308 | $46.6M | $1.8M |
