Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds American Funds 2055 Target Date Retirement Fund R6 in their Schedule of Assets, totaling $20.8M 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 | NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND) AMPERSAND 401(K) PLAN | NEW YORK NY | 529 | $178.7M | $6.5M |
| 2 | MEDEANALYTICS, INC. MEDEANALYTICS 401(K) PLAN | RICHARDSON TX | 211 | $35.0M | $2.4M |
| 3 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R |
FORT MYERS FL |
| 1,075 |
| $47.4M |
| $1.8M |
| 4 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $1.6M |
| 5 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $1.5M |
| 6 | ZYMEWORKS BIOPHARMACEUTICALS INC. ZYMEWORKS BIOPHARMACEUTICALS 401(K) PLAN | — | 76 | $12.2M | $1.2M |
| 7 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $1.1M |
| 8 | ACCESS SERVICES, INC. ACCESS SERVICES, INC. 401K PLAN | FORT WASHINGTON PA | 586 | $14.1M | $825K |
| 9 | PRIMECARE COMMUNITY HEALTH, INC. PRIMECARE COMMUNITY HEALTH, INC. EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 240 | $9.3M | $785K |
| 10 | TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK MD | 155 | $9.1M | $706K |
