Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.6M 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 | ELWYN CALIFORNIA ELWYN CALIFORNIA DEFINED CONTRIBUTION 403B PLAN | SAN JOSE CA | 848 | $14.1M | $1.1M |
| 2 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $406K |
| 3 | SCRUBS & BEYOND LLC SCRUBS & BEYOND 401K PLAN |
ST. LOUIS MO |
| 510 |
| $8.0M |
| $12K |
