Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding American Funds 2055 Target Date Fund ....................................... in their Schedule of Assets, totaling $102.4M 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $14.2M |
| 2 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $10.5M |
| 3 | CELLULAR SALES OF KNOXVILLE, INC. CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN |
KNOXVILLE TN |
| 4,589 |
| $90.7M |
| $8.4M |
| 4 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $7.8M |
| 5 | NETSPI, LLC NETSPI 401(K) P/S PLAN | MINNEAPOLIS MN | 490 | $33.5M | $5.3M |
| 6 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $5.1M |
| 7 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $5.1M |
| 8 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $4.4M |
| 9 | CRANEMASTERS INC CRANEMASTERS INC 401K PROFIT SHARING PLAN | NORTH CHESTERFIELD VA | 231 | $19.2M | $2.9M |
| 10 | CONSTELLIUM AUTOMOTIVE USA, LLC CONSTELLIUM AUTOMOTIVE USA 401(K) RETIREMENT PLAN | VAN BUREN MI | 624 | $23.7M | $2.8M |
