Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fd Mutual Fund in their Schedule of Assets, totaling $15.9M 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 | GAINSIGHT, INC. GAINSIGHT, INC. 401(K) PLAN | SAN FRANCISCO CA | 269 | $34.0M | $4.1M |
| 2 | STEM, INC. STEM, INC. 401(K) PLAN | HOUSTON TX | 379 | $35.3M | $3.2M |
| 3 | STEM, INC. STEM, INC. 401(K) PLAN | SAN FRANCISCO CA | 425 |
| $27.2M |
| $2.5M |
| 4 | SANTA CRUZ SEASIDE COMPANY SANTA CRUZ SEASIDE COMPANY PROFIT SHARING AND 401(K) PLAN | SANTA CRUZ CA | 448 | $34.8M | $2.1M |
| 5 | CARLSON, BARBEE & GIBSON, INC. CARLSON, BARBEE & GIBSON, INC. 401(K) PLAN | SAN RAMON CA | 116 | $31.3M | $2.0M |
| 6 | MAITA AUTO GROUP MAITA PROFIT SHARING 401(K) PLAN AND TRUST | SACRAMENTO CA | 496 | $36.0M | $968K |
| 7 | MEGA INTERNATIONAL, LLC MEGA INTERNATIONAL, LLC 401(K) PLAN | BEVERLY HILLS CA | 1,134 | $17.8M | $818K |
| 8 | PROMEX INDUSTRIES, INC. PROMEX INDUSTRIES, INC. 401(K) PLAN | SANTA CLARA CA | 106 | $7.5M | $194K |
