Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding American Funds 2055 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $67.8M 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 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $26.0M |
| 2 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $10.6M |
| 3 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN |
CLEARWATER FL |
| 2,391 |
| $101.7M |
| $4.4M |
| 4 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $3.6M |
| 5 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $2.4M |
| 6 | ELIAS LAW GROUP LLP ELIAS LAW GROUP LLP 401(K) PLAN | WASHINGTON DC | 123 | $11.2M | $2.3M |
| 7 | VITAL ENTERPRISES LLC VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 384 | $25.9M | $1.9M |
| 8 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $1.7M |
| 9 | YAKIMA CHIEF HOPS, INC YAKIMA CHIEF HOPS 401(K) RETIREMENT PLAN | YAKIMA WA | 232 | $15.5M | $1.6M |
| 10 | UNIPHORE TECHNOLOGIES INC. UNIPHORE TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN | PALO ALTO CA | 179 | $21.0M | $1.6M |
