Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American funds 2050 trgt date retire r5e Mutual Funds in their Schedule of Assets, totaling $1.6M 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 | PRIMROSE RETIREMENT COMMUNITIES PRIMROSE RETIREMENT PLAN | ABERDEEN SD | 1,249 | $12.5M | $1.2M |
| 2 | VENUPLUS INC. VENUPLUS INC. 401(K) PLAN | ORLANDO FL | 538 | $10.6M | $424K |
