Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2050 Target Date-R5E in their Schedule of Assets, totaling $765K 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 | STRATA ONCOLOGY, INC. STRATA ONCOLOGY, INC. SAFE HARBOR 401(K) PLAN | NORTHVILLE MI | 32 | $4.5M | $395K |
| 2 | ULE GROUP CORP. ULE GROUP CORP. 401(K) PROFIT SHARING PLAN | HAUPPAUGE NY | 102 | $3.0M | $285K |
| 3 | JRC MECHANICAL, LLC JRC MECHANICAL, LLC 401(K) PLAN |
CHESAPEAKE VA |
| 151 |
| $2.9M |
| $85K |
