Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2055 Mutual Fund - in their Schedule of Assets, totaling $4.7M 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 | KING INDUSTRIES, INC. KING INDUSTRIES, INC. 401(K) RETIREMENT PLAN | NORWALK CT | 258 | $43.9M | $2.4M |
| 2 | BOSTON HIGASHI SCHOOL, INC BOSTON HIGASHI SCHOOL RETIREMENT SAVINGS PLAN | RANDOLPH MA | 343 | $33.1M | $1.1M |
| 3 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
TOWSON MD |
| 126 |
| $55.2M |
| $961K |
| 4 | AUTO LENDERS LIQUIDATION CENTER, INC. AUTO LENDERS LIQUIDATION CENTER, INC. 401(K) PLAN | VOORHEES NJ | 383 | $19.9M | $238K |
| 5 | ST. JOSEPH INFANT & MATERNITY HOME DBA ST. JOSEPH HOME OF CINCINNATI SJH RETIREMENT PLAN | CINCINNATI OH | 238 | $4.2M | $8K |
