Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2055 Target Date Fund R4 Mutual fund in their Schedule of Assets, totaling $8.8M 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 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $2.0M |
| 2 | TOWN & COUNTRY FEDERAL CREDIT UNION TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN | SOUTH PORTLAND ME | 129 | $14.7M | $1.5M |
| 3 | ADVANCED TECHNOLOGY & RESEARCH CORP. |
BELTSVILLE MD |
| 140 |
| $27.0M |
| $1.2M |
| 4 | MOTORS MANAGEMENT CORPORATION MOTORS MANAGEMENT CORPORATION 401(K) PLAN | AVENEL NJ | 275 | $14.9M | $870K |
| 5 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $775K |
| 6 | ASC PROCESS SYSTEM, INC. ASC PROCESS SYSTEM, INC. 401(K) PLAN | VALENCIA CA | 253 | $20.8M | $491K |
| 7 | MAYESH WHOLESALE FLORIST, INC. MAYESH WHOLESALE FLORIST, INC. 401(K) PLAN | LOS ANGELES CA | 331 | $29.6M | $406K |
| 8 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $355K |
| 9 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $338K |
| 10 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $289K |
