Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 99 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fund ® Mutual Fund in their Schedule of Assets, totaling $184.6M 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 | MINUTECLINIC, LLC MINUTECLINIC 401(K) PLAN | WOONSOCKET RI | 3,330 | $350.0M | $23.9M |
| 2 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $15.5M |
| 3 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $13.1M |
| 4 | KIPP BAY AREA SCHOOLS KIPP BAY AREA SCHOOLS 401(K) PLAN | OAKLAND CA | 780 | $53.2M | $12.1M |
| 5 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $11.2M |
| 6 | OMADA HEALTH, INC. OMADA HEALTH RETIREMENT PLAN | SOUTH SAN FRANCISCO CA | 795 | $45.8M | $9.1M |
| 7 | ZUORA, INC. ZUORA, INC. 401(K) PLAN | REDWOOD CITY CA | 633 | $99.8M | $9.0M |
| 8 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $8.6M |
| 9 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $7.7M |
| 10 | NEW COUNTRY MOTOR CAR GROUP, INC. NEW COUNTRY MOTOR CAR SALARY DEFERRAL 401(K) PLAN | SARATOGA SPRINGS NY | 1,137 | $83.9M | $4.3M |
