Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Target Date Retirement 2050 Registered investment company in their Schedule of Assets, totaling $25.3M 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 | ACCESS PLANS, LLC RMS EASYPLAN | WYLIE TX | 3,738 | $125.9M | $8.0M |
| 2 | ACCESS PLANS LLC ACCESS POOLED EMPLOYER PLAN- SERIES II | WYLIE TX | 7,415 | $74.9M | $6.9M |
| 3 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN |
KANSAS CITY MO |
| 3,023 |
| $108.2M |
| $6.3M |
| 4 | ACCESS PLANS, LLC RMS EASYPLAN -403(B) | WYLIE TX | 930 | $23.1M | $1.9M |
| 5 | BRIAN'S HOUSE BRIAN'S HOUSE 403(B) PLAN | EXTON PA | 400 | $10.6M | $1.2M |
| 6 | CORNER TABLE RESTAURANTS CORNER TABLE RESTAURANTS 401(K) PLAN | NEW YORK NY | 558 | $3.7M | $972K |
