Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Target Date Retirement 2050 R6 # in their Schedule of Assets, totaling $31.4M 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 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $8.3M |
| 2 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $5.8M |
| 3 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN |
LANSING MI |
| 511 |
| $36.6M |
| $3.3M |
| 4 | QUARTET HEALTH, INC. QUARTET HEALTH 401(K) PLAN | NEW YORK NY | 114 | $13.6M | $2.4M |
| 5 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $1.9M |
| 6 | STRATEGIC VALUE PARTNERS, LLC STRATEGIC VALUE PARTNERS 401(K) PROFIT SHARING PLAN | GREENWICH CT | 161 | $34.5M | $1.3M |
| 7 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $1.0M |
| 8 | GREGORY PHARMACEUTICAL HOLDINGS, INC. GREGORY PHARMACEUTICAL HOLDINGS 401(K) PLAN | BRISTOL TN | 247 | $13.2M | $1.0M |
| 9 | HOUSTON FEDERAL CREDIT UNION HFCU RETIREMENT PLAN | SUGAR LAND TX | 179 | $11.8M | $980K |
| 10 | THE WORKPLACE, INC. THE WORKPLACE, INC. 401K RETIREMENT PLAN | BRIDGEPORT CT | 149 | $19.0M | $864K |
