Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding American funds American funds 2050 Target Date Retirement Fund - in their Schedule of Assets, totaling $184.1M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $39.2M |
| 2 | THE MICHAELS ORGANIZATION, LLC THE MICHAELS ORGANIZATION 401(K) PLAN | CAMDEN NJ | 2,700 | $100.2M | $12.0M |
| 3 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 932 |
| $206.4M |
| $11.7M |
| 4 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $9.2M |
| 5 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $7.0M |
| 6 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $6.1M |
| 7 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $5.1M |
| 8 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN | WICHITA KS | 1,295 | $106.2M | $4.8M |
| 9 | HAND FAMILY COMPANIES, LLC HAND FAMILY COMPANIES, LLC 401(K) RETIREMENT PLAN | CLARKSVILLE TN | 568 | $51.5M | $4.7M |
| 10 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $4.5M |
