Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Am Fds 2055 Trgt Dte Rtm R6 Fd " in their Schedule of Assets, totaling $156.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $21.4M |
| 2 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $10.6M |
| 3 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 837 |
| $107.4M |
| $10.4M |
| 4 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $10.0M |
| 5 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $9.4M |
| 6 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $8.6M |
| 7 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO IA | 1,520 | $127.1M | $5.8M |
| 8 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $5.6M |
| 9 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $5.2M |
| 10 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $5.0M |
