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 Fund N/R in their Schedule of Assets, totaling $31.5M 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 | COOPERATIEVE RABOBANK U.A. COOPERATIEVE RABOBANK U.A. 401(K) SAVINGS PLAN | NEW YORK NY | 1,481 | $578.9M | $22.9M |
| 2 | GROUPON, INC. GROUPON, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 445 | $123.9M | $4.0M |
| 3 | NUWAY ALLIANCE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF NUWAY ALLIANCE |
MINNEAPOLIS MN |
| 353 |
| $12.4M |
| $2.2M |
| 4 | RISEBORO COMMUNITY PARTNERSHIP, INC. RISEBORO 403(B) PLAN | BROOKLYN NY | 704 | $9.9M | $972K |
| 5 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $450K |
| 6 | THE BOAT HOUSE GROUP BOAT HOUSE 401(K) PLAN AND TRUST | CAPE CORAL FL | 197 | $8.7M | $351K |
| 7 | SUMMIT FINANCIAL GROUP, INC. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 487 | $43.0M | $334K |
| 8 | RISEBORO COMMUNITY PARTNERSHIP, INC. RISEBORO RETIREMENT PLAN | BROOKLYN NY | 508 | $11.8M | $301K |
