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 Retirement Class R6 in their Schedule of Assets, totaling $2.6M 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 | OAKLAWN JOCKEY CLUB, INC. OAKLAWN JOCKEY CLUB EMPLOYEES 401(K) SAVINGS PLAN | HOT SPRINGS AR | 1,281 | $20.3M | $1.4M |
| 2 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P. C. PROFIT SHARING 401(K) PLAN | PHILADELPHIA PA | 132 | $42.4M | $642K |
| 3 | SPOONER HEALTH SYSTEM |
SPOONER WI |
| 145 |
| $18.0M |
| $422K |
| 4 | ST. MARY'S HOME FOR DISABLED CHILDREN, INC. ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN | NORFOLK VA | 304 | $7.7M | $204K |
