Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds American Funds 2055 Target Date Fund -- in their Schedule of Assets, totaling $40.3M 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 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $9.6M |
| 2 | BRISTOW GROUP INC. BRISTOW GROUP INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | HOUSTON TX | 618 | $189.5M | $3.1M |
| 3 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN |
CARMEL IN |
| 1,005 |
| $103.6M |
| $3.0M |
| 4 | WEBER METALS, INC. WEBER METALS, INC. SAVINGS AND RETIREMENT PLAN | PARAMOUNT CA | 401 | $32.1M | $2.5M |
| 5 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $2.2M |
| 6 | SUMMER SEARCH FOUNDATION SUMMER SEARCH FOUNDATION 401(K) RETIREMENT PLAN | OAKLAND CA | 122 | $9.1M | $2.1M |
| 7 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $2.1M |
| 8 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $1.9M |
| 9 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2 | APPLETON WI | 258 | $33.7M | $1.7M |
| 10 | MEETINGS & INCENTIVES WORLDWIDE, INC. MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN | CALEDONIA WI | 296 | $20.8M | $1.6M |
