Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds Trgt Date Ret 2050 R4 American Funds 0 in their Schedule of Assets, totaling $12.2M 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 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $1.7M |
| 2 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $1.7M |
| 3 | NEWPORT INDUSTRIES, INC. NEWPORT INDUSTRIES, INC. 401(K) PLAN |
ROLLING MEADOWS IL |
| 126 |
| $23.5M |
| $1.3M |
| 4 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $1.1M |
| 5 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $882K |
| 6 | GREENLEAF CORPORATION GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN | SAEGERTOWN PA | 292 | $56.6M | $864K |
| 7 | PARADISE CRUISE, LTD. PARADISE CRUISE 401(K) PROFIT SHARING PLAN AND TRUST | HONOLULU HI | 170 | $8.5M | $836K |
| 8 | ARLA FOODS, INC. ARLA FOODS, INC 401(K) PLAN | BASKING RIDGE NJ | 323 | $21.2M | $524K |
| 9 | PROGRAM PLANNING PROFESSIONALS INC. PROGRAM PLANNING PROFESSIONALS, INC. 401(K) | ANN ARBOR MI | 201 | $11.3M | $517K |
| 10 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $509K |