Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2050 Trgt Date Retire in their Schedule of Assets, totaling $10.5M 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 | NY HOTEL TRADES COUNCIL & HOTEL ASSN. NY HOTELS TRADES COUNCIL & ASSN. OF NYC, INC EMPLOYEE BENEFIT FUNDS STAFF RETIREMENT PLAN AND TRUST | NEW YORK NY | 944 | $153.3M | $7.8M |
| 2 | METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC. EAGLE GROUP 401(K) RETIREMENT PLAN | CLAYTON DE | 317 | $29.4M | $1.5M |
| 3 | MY AUTO IMPORTS |
MUSKEGON MI |
| 270 |
| $6.0M |
| $623K |
| 4 | SUMMERS-TAYLOR, INC SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN | JOHNSON CITY TN | 742 | $16.5M | $457K |
| 5 | THE ACUTRONIC COMPANY THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 127 | $15.3M | $180K |