Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Fd 2055 Target Date Ret R6 Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | WASHINGTON EMERGENCY CARE PHYSICIANS, INC., P.S. WASHINGTON EMERGENCY CARE PHYSICIANS 401(K) PROFIT SHARING PLAN | TACOMA WA | 216 | $52.3M | $2.1M |
| 2 | LAKESIDE CAPITAL GROUP MANAGEMENT, LLC LAKESIDE CAPITAL GROUP MANAGEMENT, LLC 401(K) PLAN | COEUR DALENE ID | 216 | $8.1M | $383K |
| 3 | PLYMOUTH POULTRY COMPANY |
AUBURN WA |
| 262 |
| $22.5M |
| $267K |
