Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fund R3 Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. 401(K) PLAN | AVON IN | 396 | $16.3M | $1.1M |
| 2 | GOODWILL INDUSTRIES OF ERIE, HURON, OTTAWA AND SANDUSKY COUNTIES, INC. GOODWILL INDUSTRIES OF ERIE, HURON, OTTAWA AND SANDUSKY COUNTIES, INC. 401(K) PLAN | SANDUSKY OH | 189 | $1.1M | $75K |
| 3 |
THE DALLES OR |
| 113 |
| $2.8M |
| $45K |
