Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds 2055 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $34.5M 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 | DYNAMIC ENGINEERING CONSULTANTS DYNAMIC ENGINEERING CONSULTANTS 401(K) P/S PLAN | LAKE COMO NJ | 349 | $25.5M | $5.6M |
| 2 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $3.5M |
| 3 | LIBERATED BRANDS, LLC |
COSTA MESA CA |
| 1,067 |
| $30.6M |
| $2.2M |
| 4 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST | DULUTH GA | 1,772 | $117.8M | $2.2M |
| 5 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $2.1M |
| 6 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $2.1M |
| 7 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $1.5M |
| 8 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $1.3M |
| 9 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $1.3M |
| 10 | GREENFIELD SAVINGS BANK GREENFIELD SAVINGS BANK 401K PLAN | GREENFIELD MA | 203 | $24.7M | $1.2M |
