Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds American Funds 2050 Target Date Retire R6 - in their Schedule of Assets, totaling $75.3M 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 | WHITE PLAINS HOSPITAL MEDICAL CENTER WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM | WHITE PLAINS NY | 5,180 | $627.5M | $43.6M |
| 2 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $3.6M |
| 3 | VELOCITY SOLUTIONS, LLC |
FORT LAUDERDALE FL |
| 109 |
| $19.8M |
| $3.0M |
| 4 | TERRAPHASE ENGINEERING TERRAPHASE ENGINEERING 401(K) PLAN | OAKLAND CA | 160 | $30.3M | $2.8M |
| 5 | PINEBRIDGE INVESTMENTS HOLDINGS US LLC PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 250 | $145.4M | $2.7M |
| 6 | MILWAUKEE CENTER FOR INDEPENDENCE, INC. MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN | MILWAUKEE WI | 761 | $24.8M | $2.5M |
| 7 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN | KANSAS CITY MO | 1,509 | $301.8M | $2.4M |
| 8 | EAGLE PHYSICIANS AND ASSOCIATES, P.A EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN | GREENSBORO NC | 377 | $82.4M | $2.3M |
| 9 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN | HOUSTON TX | 400 | $37.5M | $1.8M |
| 10 | SW INGREDIENTS HOLDINGS, LLC SPICE WORLD 401(K) PLAN | ORLANDO FL | 377 | $16.0M | $1.8M |
