Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2055 Target Date Retirement R6 Mutual fund in their Schedule of Assets, totaling $9.0M 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 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $4.1M |
| 2 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY OH | 772 | $23.4M | $1.5M |
| 3 | SOLDIER ON, INC. SOLDIER ON 403(B) PLAN |
PITTSFIELD MA |
| 181 |
| $9.2M |
| $877K |
| 4 | HOSSLEY HOLDINGS, INC. HOSSLEY LIGHTING AND POWER SOLUTIONS 401(K) PROFIT SHARING PLAN | DALLAS TX | 85 | $7.1M | $498K |
| 5 | ANIMAL HUMANE SOCIETY ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN | WOODBURY MN | 250 | $10.0M | $426K |
| 6 | ACCUWEATHER, INC. ACCUWEATHER 401(K) PLAN | STATE COLLEGE PA | 387 | $45.9M | $387K |
| 7 | J. DERENZO CO. J. DERENZO CO. 401(K) PROFIT SHARING PLAN | BROCKTON MA | 88 | $17.2M | $307K |
| 8 | COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN | LISBON OH | 336 | $7.0M | $267K |
| 9 | ZIMMER BIOMET APEX SURGICAL, LLC ZIMMER BIOMET APEX SURGICAL 401(K) PLAN | BROADVIEW HEIGHTS OH | 127 | $8.7M | $219K |
| 10 | AVANTE CARE MANAGEMENT LLC ABSOLUT RETIREMENT SAVINGS PLAN | ROSLYN HEIGHTS NY | 796 | $10.3M | $216K |
