Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $165.8M 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 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $34.5M |
| 2 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $16.5M |
| 3 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN |
PEACHTREE CITY GA |
| 3,530 |
| $202.1M |
| $12.0M |
| 4 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $11.3M |
| 5 | VICE MEDIA ACQUISITION, LLC VICE MEDIA ACQUISITION, LLC 401(K) PLAN | BROOKLYN NY | 109 | $55.0M | $11.0M |
| 6 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 5,066 | $65.4M | $9.8M |
| 7 | WIX.COM, INC. WIX.COM, INC. 401(K) PLAN | NEW YORK NY | 518 | $39.7M | $9.3M |
| 8 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $8.8M |
| 9 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $7.4M |
| 10 | MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW CA | 374 | $27.6M | $6.0M |
