Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2055 Target Date Fund R3 - in their Schedule of Assets, totaling $7.8M 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 | GREENWOOD CHEVROLET, INC. GREENWOOD CHEVROLET, INC. 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 145 | $9.6M | $2.2M |
| 2 | CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY MO | 476 | $21.4M | $1.7M |
| 3 | WALTHER FARMS LLC |
THREE RIVERS MI |
| 371 |
| $13.7M |
| $965K |
| 4 | TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. RETIREMENT AND 401(K) SAVINGS PLAN | ROANOKE VA | 242 | $6.1M | $829K |
| 5 | JR & CO., INC. JR & CO., INC. EMPLOYEES SAVINGS TRUST | KANSAS CITY MO | 271 | $4.2M | $801K |
| 6 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $520K |
| 7 | TOYO SEAT USA CORPORATION TOYO SEAT USA RETIREMENT AND SAVINGS 401(K) PLAN | IMLAY CITY MI | 266 | $22.2M | $243K |
| 8 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $234K |
| 9 | R&M FREIGHT INC. R&M FREIGHT, INC. 401(K) PLAN | BENSENVILLE IL | 391 | $5.5M | $88K |
| 10 | PACKAGING PERSONIFIED, INC. PACKAGING PERSONIFIED, INC. 401(K) PLAN | CAROL STREAM IL | 191 | $9.5M | $79K |
