Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds 2055 Target Date in their Schedule of Assets, totaling $9.9M 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 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $6.1M |
| 2 | BAISCH ENGINEERING INC. BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN | KAUKAUNA WI | 79 | $30.4M | $766K |
| 3 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC |
BOCA RATON FL |
| 647 |
| $60.2M |
| $668K |
| 4 | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN | HETTINGER ND | 300 | $27.4M | $621K |
| 5 | INTEGRA CAPITAL GROUP, INC. CENTURY BUSINESS SOLUTIONS 401(K) PLAN | IRVINE CA | 154 | $7.1M | $550K |
| 6 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $526K |
| 7 | PACIFIC INDUSTRIES USA PACIFIC MANUFACTURING OHIO, INC. 401(K) | FAIRFIELD OH | 1,190 | $16.3M | $525K |
| 8 | STAR COMMUNITY, INC. STAR COMMUNITY, INC. | HAGERSTOWN MD | 123 | $1.8M | $50K |
| 9 | ALLIANCE DUTY FREE, LLC DUFRY PUERTO RICO RETIREMENT PLAN | CAROLINA PR | 107 | $3.9M | $39K |
| 10 | IOWA TRIBE OF KANSAS AND NEBRASKA IOWA TRIBE OF KANSAS AND NEBRASKA EMPLOYEES SAVINGS TRUST | WHITE CLOUD KS | 140 | $1.2M | $27K |
