Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fund® Class R-6 Registered Investment Company in their Schedule of Assets, totaling $21.0M 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 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $6.7M |
| 2 | HALOZYME, INC. HALOZYME THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 353 | $79.9M | $2.9M |
| 3 | ARENA ENERGY, LLC ARENA ENERGY, LLC PROFIT SHARING AND 401(K) PLAN |
THE WOODLANDS TX |
| 449 |
| $70.0M |
| $2.9M |
| 4 | QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER CO | 221 | $36.9M | $1.7M |
| 5 | CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER CO | 311 | $34.6M | $1.6M |
| 6 | RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH CA | 203 | $43.9M | $1.4M |
| 7 | ENTERTAINMENT EARTH, LLC ENTERTAINMENT EARTH, LLC 401(K) PROFIT SHARING PLAN | SIMI VALLEY CA | 192 | $9.6M | $1.3M |
| 8 | KEIM LUMBER COMPANY THE KEIM COMPANY 401(K) PLAN | CHARM OH | 579 | $31.1M | $805K |
| 9 | BRITISH AIRWAYS PLC BRITISH AIRWAYS SAVINGS PLAN | NEW YORK NY | 1,196 | $232.5M | $532K |
| 10 | CASCADE COMMUNITY HEALTHCARE CASCADE COMMUNITY HEALTHCARE 401(K) PLAN | CENTRALIA WA | 163 | $7.2M | $467K |
