Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding American Funds 2055 Target Date Retirement Fund " in their Schedule of Assets, totaling $161.7M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $71.7M |
| 2 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $22.9M |
| 3 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN |
DALLAS TX |
| 418 |
| $109.5M |
| $14.9M |
| 4 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $7.2M |
| 5 | MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC NORSTELLA 401(K) PROFIT SHARING PLAN | YARDLEY PA | 1,300 | $69.3M | $5.0M |
| 6 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 564 | $49.7M | $3.6M |
| 7 | ONEPOINT HRO, LLC ONEPOINT HRO, LLC MULTIPLE EMPLOYER 401(K) PLAN | ENGLEWOOD CO | 2,151 | $44.9M | $2.5M |
| 8 | COMMUNITY HEALTH CENTER OF SOUTHEAST KANSAS, INC. COMMUNITY HEALTH CENTER RETIREMENT PLAN | PITTSBURG KS | 978 | $28.9M | $2.3M |
| 9 | TIEGERMAN SCHOOL TIEGERMAN SCHOOL EMPLOYEES RETIREMENT PLAN | GLEN COVE NY | 317 | $42.8M | $2.1M |
| 10 | BERNARD ROBINSON & COMPANY, LLP BERNARD ROBINSON & COMPANY, LLP 401(K) AND PROFIT SHARING RETIREMENT PLAN | GREENSBORO NC | 164 | $38.3M | $2.1M |
