Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2055 Target Date Fund N/R in their Schedule of Assets, totaling $7.6M 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 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,431 | $134.7M | $6.6M |
| 2 | GUSTMAN CHEVROLET SALES, INC. GUSTMAN EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | KAUKAUNA WI | 130 | $35.8M | $457K |
| 3 | ZIMBRICK, INC. |
MADISON WI |
| 904 |
| $130.3M |
| $299K |
| 4 | AFFILIATED FAMILY DENTIST PC AFFILIATED FAMILY DENTIST PC 401(K) PROFIT SHARING PLAN & TRUST | MISHAWAKA IN | 218 | $6.8M | $222K |
