Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2055 TD Mutual funds in their Schedule of Assets, totaling $873K 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 | GHT LIMITED GHT LIMITED 401(K) PLAN | ARLINGTON VA | 83 | $22.8M | $462K |
| 2 | BBI LOGISTICS, LLC BBI LOGISTICS, LLC 401(K) PLAN | COLUMBUS OH | 233 | $8.2M | $277K |
| 3 | MORE CONSULTING CORP. MORE CONSULTING CORP. 401(K) PROFIT SHARING PLAN |
| 63 |
| $6.7M |
| $119K |
| 4 | BEACON HEALTHCARE CONSULTING LLC BEACON HEALTHCARE 401(K) PLAN | MOBERLY MO | 440 | $415K | $15K |
