Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2055 Target Date-R5E in their Schedule of Assets, totaling $1.4M 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 | STRATA ONCOLOGY, INC. STRATA ONCOLOGY, INC. SAFE HARBOR 401(K) PLAN | NORTHVILLE MI | 32 | $4.5M | $735K |
| 2 | JRC MECHANICAL, LLC JRC MECHANICAL, LLC 401(K) PLAN | CHESAPEAKE VA | 151 | $2.9M | $350K |
| 3 | ULE GROUP CORP. ULE GROUP CORP. 401(K) PROFIT SHARING PLAN |
HAUPPAUGE NY |
| 102 |
| $3.0M |
| $315K |
