Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2050 Target R4 in their Schedule of Assets, totaling $5.8M 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 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $3.8M |
| 2 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $1.3M |
| 3 | ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL |
DEERFIELD MA |
| 172 |
| $44.0M |
| $740K |
