Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding American Funds 2055 Target Date Retirement # in their Schedule of Assets, totaling $30.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $10.5M |
| 2 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $2.4M |
| 3 | PIONEER HUMAN SERVICES |
SEATTLE WA |
| 718 |
| $47.1M |
| $2.2M |
| 4 | THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN | CINCINNATI OH | 520 | $52.5M | $1.7M |
| 5 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $1.6M |
| 6 | LAMPREY HEALTH CARE, INC LAMPREY HEALTH CARE 403(B) PLAN | NEWMARKET NH | 208 | $17.7M | $958K |
| 7 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE 403(B) SAVINGS PLAN | MINNEAPOLIS MN | 228 | $20.1M | $844K |
| 8 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $833K |
| 9 | MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN | ADDISON TX | 2,466 | $4.7M | $790K |
| 10 | JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON MA | 121 | $17.2M | $718K |
