Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Fds 2055 Tar Ret R6 in their Schedule of Assets, totaling $5.3M 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 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $1.6M |
| 2 | WASHINGTON COLLEGE WASHINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTERTOWN MD | 519 | $103.7M | $1.3M |
| 3 | LOYOLA UNIVERSITY NEW ORLEANS LOYOLA UNIVERSITY RETIREMENT PLAN |
NEW ORLEANS LA |
| 1,273 |
| $282.3M |
| $1.1M |
| 4 | THE NEW HAMPTON SCHOOL NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW HAMPTON NH | 156 | $21.7M | $834K |
| 5 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE AZ | 56 | $17.1M | $343K |
| 6 | INSTITUTE FOR SUPPLY MANAGEMENT INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN | TEMPE AZ | 57 | $13.1M | $126K |
