Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds 2055 TD in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUALITY BRANDS DISTRIBUTION, LLC QUALITY BRANDS DISTRIBUTION, LLC 401(K) RETIREMENT PLAN | OMAHA NE | 344 | $39.1M | $1.4M |
| 2 | ANIMAL DERMATOLOGY GROUP, INC. ANIMAL DERMATOLOGY 401(K) PLAN | NEWPORT BEACH CA | 383 | $18.7M | $1.2M |
| 3 | DEPOSCO, INC. DEPOSCO, INC. 401(K) PLAN |
ALPHARETTA GA |
| 186 |
| $13.3M |
| $1.1M |
| 4 | KENT DISTRIBUTORS, INC. KENT COMPANIES 401K PLAN | MIDLAND TX | 572 | $13.9M | $648K |
| 5 | AAC INC. AAC INC. 401(K) PROFIT SHARING PLAN | VIENNA VA | 84 | $20.4M | $214K |
| 6 | BEST LABOR CONTRACTORS, LLC BEST LABOR 401(K) PLAN | CORAL GABLES FL | 598 | $4.4M | $150K |
| 7 | CENTURIA CORPORATION CENTURIA CORPORATION 401(K) PLAN | RESTON VA | 243 | $11.2M | $120K |
