Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2055 Trgt Date Retire R6 American Funds 2055 Trgt Date Retire 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 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN | SUPERIOR WI | 478 | $52.8M | $2.4M |
| 2 | FOREST CITY TECHNOLOGIES, INC. FOREST CITY TECHNOLOGIES, INC. SAVINGS AND INVESTMENT PLAN | WELLINGTON OH | 518 | $32.3M | $896K |
| 3 | JOE DANIELS CONSTRUCTION COMPANY, INC. JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN |
MADISON WI |
| 80 |
| $40.0M |
| $893K |
| 4 | WYANDOT BEHAVIORAL HEALTH NETWORK, INC. WYANDOT RETIREMENT SAVINGS PLAN | KANSAS CITY KS | 445 | $10.6M | $659K |
| 5 | HOLZ MOTORS, INC. HOLZ MOTORS, INC. MASTER TRUST | HALES CORNERS WI | — | $15.5M | $200K |
