Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American Funds 2055 Target Date Mutual fund in their Schedule of Assets, totaling $78.3M 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 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $16.5M |
| 2 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $12.4M |
| 3 | BAPTIST HEALTH CARE CORPORATION |
PENSACOLA FL |
| 5,316 |
| $298.0M |
| $10.0M |
| 4 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $5.9M |
| 5 | FAVORITE HEALTHCARE STAFFING LLC FAVORITE HEALTHCARE STAFFING 401(K) PLAN | OVERLAND PARK KS | 2,105 | $38.6M | $4.2M |
| 6 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $3.8M |
| 7 | UPLAND HILLS HEALTH, INC. UPLAND HILLS HEALTH 403(B) RETIREMENT PLAN | DODGEVILLE WI | 657 | $78.6M | $2.9M |
| 8 | SILVER BAY SEAFOODS, L.L.C. SILVER BAY SEAFOODS 401(K) PLAN AND TRUST | SEATTLE WA | 958 | $35.3M | $2.1M |
| 9 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 | WACO TX | 4,752 | $52.9M | $1.7M |
| 10 | BUILD-A-BEAR WORKSHOP, INC. BUILD-A-BEAR WORKSHOP, INC. EMPLOYEE SAVINGS TRUST | ST. LOUIS MO | 2,993 | $44.0M | $1.7M |
