Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fund® R6 Mutual fund - in their Schedule of Assets, totaling $44.1M 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 | ALIBABA.COM U.S. LLC ALIBABA.COM U.S. LLC 401(K) PLAN | SUNNYVALE CA | 340 | $100.1M | $6.7M |
| 2 | DESTINATION XL GROUP, INC. DESTINATION XL GROUP, INC. 401(K) SAVINGS PLAN | CANTON MA | 1,486 | $107.3M | $4.0M |
| 3 | LATICRETE INTERNATIONAL, INC. LATICRETE INTERNATIONAL, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN |
BETHANY CT |
| 538 |
| $74.1M |
| $3.1M |
| 4 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN | RUTHERFORD CA | 395 | $53.2M | $3.1M |
| 5 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $2.9M |
| 6 | SPOTON TECHNOLOGIES, INC. SPOTON TRANSACT 401(K) PLAN | SAN FRANCISCO CA | 1,117 | $37.3M | $2.9M |
| 7 | RODAN & FIELDS BEAUTY, LLC RODAN & FIELDS, LLC 401(K) PLAN | SAN RAMON CA | 156 | $52.5M | $2.8M |
| 8 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT CA | 1,623 | $43.4M | $2.5M |
| 9 | HOYA HOLDINGS, INC. HOYA SHARED SAVINGS PLAN | MILPITAS CA | 1,889 | $173.4M | $2.2M |
| 10 | SIGNATURE PERFORMANCE INC SIGNATURE PERFORMANCE, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 1,004 | $26.9M | $2.0M |