Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2055 Target Date Fund Mutual fund N/A in their Schedule of Assets, totaling $806K 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 | HALTEC CORPORATION HALTEC CORPORATION 401(K) PROFIT SHARING PLAN | SALEM OH | 182 | $10.6M | $429K |
| 2 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $253K |
| 3 | VALLEY HOSPICE, INC. RETIREMENT PLAN OF VALLEY HOSPICE, INC. |
RAYLAND OH |
| 142 |
| $4.6M |
| $124K |
