Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2055 Target Date Ret R6 Mutual fund in their Schedule of Assets, totaling $1.3M 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 | KIRBY NAGELHOUT CONSTRUCTION COMPANY KIRBY NAGELHOUT CONSTRUCTION COMPANY 401(K) PLAN | BEND OR | 176 | $10.1M | $447K |
| 2 | PRONTO MANAGEMENT, LLC PRONTO MANAGEMENT LLC 401K PLAN | DALLAS TX | 42,035 | $7.5M | $394K |
| 3 | RMH FRANCHISE HOLDINGS INC. RMH & SUBSIDIARIES 401K PLAN |
DALLAS TX |
| 3,958 |
| $6.6M |
| $327K |
| 4 | NVISION SOLUTIONS, INC. NVISION SOLUTIONS 401(K) RETIREMENT PLAN | DIAMONDHEAD MS | 56 | $3.9M | $132K |
