Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2055 Target R4 Mutual fund -- in their Schedule of Assets, totaling $5.1M 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 | MCANGUS GOUDELOCK & COURIE, LLC MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 764 | $111.1M | $3.1M |
| 2 | THOMAS AQUINAS COLLEGE THOMAS AQUINAS COLLEGE DC RETIREMENT AND TDA PLAN | SANTA PAULA CA | 143 | $31.3M | $1.2M |
| 3 | CREATIVE CENTER OF LOS ALTOS |
LOS ALTOS CA |
| 208 |
| $41.5M |
| $859K |
