Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual fund in their Schedule of Assets, totaling $4.4M 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 | ATHENS DISTRIBUTING COMPANY OF NASHVILLE ATHENS DISTRIBUTING RETIREMENT PLAN | NASHVILLE TN | 358 | $36.4M | $1.2M |
| 2 | ALEXANDER YOUTH NETWORK ALEXANDER YOUTH NETWORK 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 416 | $14.7M | $829K |
| 3 | 4M CAPITAL, LTD DBA ARTERIORS HOME |
LEWISVILLE TX |
| 167 |
| $8.6M |
| $750K |
| 4 | RED ROOF FRANCHISING, LLC RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN | NEW ALBANY OH | 167 | $20.3M | $659K |
| 5 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $270K |
| 6 | ITG COMMUNICATIONS, LLC ITG COMMUNICATIONS, LLC 401(K) PLAN | HENDERSONVILLE TN | 1,796 | $4.1M | $251K |
| 7 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $210K |
| 8 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $106K |
| 9 | SOUTH EVERSON LUMBER COMPANY INC. SOUTH EVERSON LUMBER COMPANY INC. 401(K) SAVINGS PLAN | EVERSON WA | 115 | $5.8M | $103K |
