Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2050 Target Date in their Schedule of Assets, totaling $11.8M 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 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $6.0M |
| 2 | INTEGRA CAPITAL GROUP, INC. CENTURY BUSINESS SOLUTIONS 401(K) PLAN | IRVINE CA | 154 | $7.1M | $1.1M |
| 3 | PACIFIC INDUSTRIES USA |
FAIRFIELD OH |
| 1,190 |
| $16.3M |
| $1.1M |
| 4 | BAISCH ENGINEERING INC. BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN | KAUKAUNA WI | 79 | $30.4M | $934K |
| 5 | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN | HETTINGER ND | 300 | $27.4M | $803K |
| 6 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $616K |
| 7 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $430K |
| 8 | ALLIANCE DUTY FREE, LLC DUFRY PUERTO RICO RETIREMENT PLAN | CAROLINA PR | 107 | $3.9M | $404K |
| 9 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $222K |
| 10 | ANDERSON HOLDING COMPANY, INC. ANDERSON HOLDING COMPANY, INC. 401(K) PLAN AND TRUST | AUGUSTA GA | 308 | $1.9M | $114K |
