Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds 2055 Target Date N/R in their Schedule of Assets, totaling $23.2M 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 | CONNECTIONS EDUCATION, LLC. CONNECTIONS EDUCATION 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 4,618 | $106.4M | $8.4M |
| 2 | BW NHHC HOLDCO INC., DBA ELARA CARING ONE ELARA RETIREMENT PLAN | DALLAS TX | 31,092 | $186.1M | $7.4M |
| 3 | ANDREWS DISTRIBUTING COMPANY OF NORTH TEXAS, LLC |
DALLAS TX |
| 1,888 |
| $110.0M |
| $3.6M |
| 4 | ATRIUM STAFFING SERVICES LTD. ATRIUM STAFFING 401(K) PLAN | PITTSBURGH PA | 3,739 | $29.1M | $2.6M |
| 5 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $513K |
| 6 | MOREGROUP HOLDINGS MOREGROUP HOLDINGS 401(K) PLAN | FORT WORTH TX | 654 | $62.5M | $489K |
| 7 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN | PITTSBURGH PA | 119 | $7.1M | $223K |
| 8 | STATE OF THE ART, INC. STATE OF THE ART, INC. MONEY PURCHASE PENSION PLAN | STATE COLLEGE PA | 112 | $24.2M | $53K |
