Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2050 TD Retirement Fund Pooled separate account in their Schedule of Assets, totaling $1.5M 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 | EVANS NETWORK SERVICES, INC. EVANS NETWORK SERVICES, INC. 401(K) PLAN | SCHUYLKILL HAVEN PA | 548 | $28.8M | $615K |
| 2 | FERRAGON CORPORATION FERRAGON CORPORATION THRIFT INCENTIVE PLAN | BROOKLYN OH | 181 | $13.6M | $576K |
| 3 | EVANS DELIVERY COMPANY, INC. EVANS DELIVERY COMPANY, INC. 401(K) PLAN |
SCHUYLKILL HAVEN PA |
| 490 |
| $19.7M |
| $300K |
