Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $183.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $28.0M |
| 2 | CONSIGLI CONSTRUCTION CO., INC. CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST | MILFORD MA | 1,808 | $225.1M | $21.2M |
| 3 | WALKER & DUNLOP, LLC |
BETHESDA MD |
| 1,366 |
| $260.4M |
| $18.3M |
| 4 | MASIMO CORPORATION MASIMO RETIREMENT SAVINGS PLAN | IRVINE CA | 1,561 | $244.1M | $17.4M |
| 5 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $16.8M |
| 6 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $10.2M |
| 7 | CAROLINA TRACTOR & EQUIPMENT COMPANY CTE 401(K) PLAN | CHARLOTTE NC | 1,915 | $139.4M | $7.9M |
| 8 | CENTURY COMMUNITIES, INC. CENTURY COMMUNITIES, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 1,869 | $113.2M | $7.1M |
| 9 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $4.9M |
| 10 | NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. 401(K) RETIREMENT PLAN | SANTA MONICA CA | 341 | $63.3M | $3.5M |
