Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds 2055 Target Date Fund R4 " in their Schedule of Assets, totaling $19.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YAKIMA VALLEY FARM WORKERS CLINIC YAKIMA VALLEY FARM WORKERS CLINIC PROFIT SHARING PLAN | YAKIMA WA | 1,930 | $46.9M | $3.4M |
| 2 | MCNAMARA/SALVIA, INC. MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST | BOSTON MA | 114 | $31.6M | $2.6M |
| 3 | SYCAMORES SYCAMORES 401(K) PLAN |
LOS ANGELES CA |
| 530 |
| $48.5M |
| $2.3M |
| 4 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $2.0M |
| 5 | MCFARLAND-JOHNSON, INC. MCFARLAND-JOHNSON, INC. SAVINGS PLAN | BINGHAMTON NY | 211 | $38.6M | $1.9M |
| 6 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $1.8M |
| 7 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | TOLEDO OH | 446 | $46.7M | $1.6M |
| 8 | INTERCONTINENTAL MANAGEMENT CORP. INTERCONTINENTAL COMPANIES 401(K) SAVINGS PLAN | BOSTON MA | 124 | $42.9M | $1.6M |
| 9 | WILSON FARM, INC. WILSON FARM PROFIT SHARING AND 401(K) SAVINGS PLAN | LEXINGTON MA | 134 | $21.8M | $475K |
| 10 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $457K |
