Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding American Funds American Funds 2055 Trgt Date Retire R6 - in their Schedule of Assets, totaling $148.0M 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $30.9M |
| 2 | GRANITE TELECOMMUNICATIONS, LLC GRANITE TELECOMMUNICATIONS 401(K) PLAN | QUINCY MA | 1,979 | $198.4M | $23.9M |
| 3 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION |
RIVERDALE UT |
| 3,403 |
| $143.0M |
| $14.2M |
| 4 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $8.5M |
| 5 | ROLAND BERGER LP ROLAND BERGER LP 401(K) SAVINGS PLAN | DETROIT MI | 220 | $39.1M | $5.6M |
| 6 | ANSIRA PARTNERS II, LLC ANSIRA PARTNERS, INC. 401(K) PLAN | ST LOUIS MO | 533 | $75.7M | $5.3M |
| 7 | WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON NC | 1,251 | $166.3M | $2.8M |
| 8 | PLASTIC OMNIUM SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C. | ANDERSON SC | 1,992 | $61.6M | $2.8M |
| 9 | OPRONA, INC. DBA ROSEN USA, INC. ROSEN USA 401(K) PLAN | HOUSTON TX | 624 | $47.7M | $2.6M |
| 10 | INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH 401(K) PROFIT SHARING PLAN | PRICE UT | 587 | $36.8M | $2.5M |
