Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2050 Target Retirement Fund Mutual fund in their Schedule of Assets, totaling $9.5M 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 | VISHAY INTERTECHNOLOGY, INC. VISHAY EMPLOYEE SAVINGS PLUS PLAN | MALVERN PA | 2,429 | $452.8M | $5.9M |
| 2 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $1.1M |
| 3 | WHEELER CONSOLIDATED, INC. WHEELER CONSOLIDATED, INC. PROFIT SHARING AND SAVINGS PLAN |
EDEN PRAIRIE MN |
| 145 |
| $18.9M |
| $1.0M |
| 4 | SOUTHWESTERN LAW SCHOOL SOUTHWESTERN LAW SCHOOL DC RETIREMENT PLAN | LOS ANGELES CA | 202 | $106.0M | $797K |
| 5 | ALTA FOREST PRODUCTS, LLC ALTA FOREST PRODUCTS 401(K) RETIREMENT PLAN | CHEHALIS WA | 493 | $29.3M | $645K |
| 6 | MORAVIAN VILLAGE OF BETHLEHEM MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN | BETHLEHEM PA | 104 | $1.2M | $39K |
