Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding American Funds 2055 Target date in their Schedule of Assets, totaling $36.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $6.1M |
| 2 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $5.0M |
| 3 | DEMOCRACY PREP PUBLIC SCHOOLS, INC. |
NEW YORK NY |
| 767 |
| $34.3M |
| $3.7M |
| 4 | FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. RETIREMENT PLAN | AMHERST NY | 235 | $101.7M | $3.2M |
| 5 | ANDY MOHR AUTOMOTIVE GROUP, INC. ANDY MOHR AUTOMOTIVE 401(K) PLAN | PLAINFIELD IN | 1,121 | $36.2M | $2.5M |
| 6 | DAKOTALAND FEDERAL CREDIT UNION DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST | HURON SD | 173 | $19.2M | $2.0M |
| 7 | HINO MOTORS MANUFACTURING U.S.A., INC. HINO MOTORS MANUFACTURING U.S.A., INC. 401(K) PROFIT SHARING PLAN | NOVI MI | 2,069 | $55.1M | $1.8M |
| 8 | PLANET TECHNOLOGIES, INC. PLANET TECHNOLOGIES 401(K) PLAN | GAITHERSBURG MD | 371 | $25.0M | $1.2M |
| 9 | SUPERIOR BEVERAGE GROUP, LTD. SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN | LEWIS CENTER OH | 549 | $49.8M | $1.1M |
| 10 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $999K |
