Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding American funds American funds 2055 Target Date Retirement Fund - in their Schedule of Assets, totaling $139.2M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $30.0M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $15.4M |
| 3 | UNITED SEATING AND MOBILITY, LLC |
ROCKY HILL CT |
| 2,952 |
| $149.5M |
| $5.8M |
| 4 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $5.2M |
| 5 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN | WICHITA KS | 1,295 | $106.2M | $4.2M |
| 6 | THE MENTAL HEALTH ASSOCIATION OF NEW YORK CITY, INC. MHA OF NYC, INC. 401(K) PLAN | NEW YORK NY | 906 | $23.7M | $3.6M |
| 7 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $3.3M |
| 8 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $3.3M |
| 9 | ONIT, INC. ONIT 401(K) PLAN | ATLANTA GA | 259 | $20.6M | $2.9M |
| 10 | JENNIE STUART MEDICAL CENTER JENNIE STUART MEDICAL CENTER 403(B) PLAN | HOPKINSVILLE KY | 1,141 | $40.9M | $2.8M |
