Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding American Funds 2050 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $88.9M 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 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $23.0M |
| 2 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $16.2M |
| 3 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN |
LYNNWOOD WA |
| 662 |
| $310.9M |
| $7.5M |
| 4 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $6.4M |
| 5 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $4.2M |
| 6 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $3.7M |
| 7 | YAKIMA CHIEF HOPS, INC YAKIMA CHIEF HOPS 401(K) RETIREMENT PLAN | YAKIMA WA | 232 | $15.5M | $2.7M |
| 8 | PALLADYNE AI CORP. PALLADYNE AI CORP. 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 81 | $14.8M | $2.4M |
| 9 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN | LONG BEACH CA | 404 | $34.9M | $2.4M |
| 10 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $2.2M |
