Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding American Funds 2055 Target Date Fund R6 '' in their Schedule of Assets, totaling $128.0M 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 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $26.4M |
| 2 | BRUNSWICK GROUP, LLC BRUNSWICK 401(K) RETIREMENT PLAN | NEW YORK NY | 386 | $89.5M | $10.1M |
| 3 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN |
NASHVILLE TN |
| 3,612 |
| $564.6M |
| $9.2M |
| 4 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $9.1M |
| 5 | STANLEY ELECTRIC HOLDING COMPANY OF AMERICA STANLEY ELECTRIC ASSOCIATES 401K PLAN | LONDON OH | 1,754 | $187.4M | $5.6M |
| 6 | CENTRAL SPECIALTIES, INC. CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLAN | ALEXANDRIA MN | 407 | $54.9M | $4.4M |
| 7 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $3.7M |
| 8 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $3.5M |
| 9 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $3.4M |
| 10 | EASTERN PROPANE GAS, INC. EASTERN PROPANE 401(K) PLAN | ROCHESTER NH | 474 | $77.0M | $2.9M |
