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 Trgt Date Ret 2055 R6 {+} in their Schedule of Assets, totaling $7.1M 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 | SOURCE ENERGY SERVICES US LP SOURCE GROUP 401(K) PLAN | EAU CLAIRE WI | 184 | $7.5M | $1.3M |
| 2 | LITTLE GIANT LADDER SYSTEMS LITTLE GIANT LADDER SYSTEMS 401(K) PLAN | SPRINGVILLE UT | 225 | $9.8M | $1.1M |
| 3 | BBS AUTOMATION CHICAGO, INC. BBS AUTOMATION CHICAGO 401(K) PLAN |
BARTLETT IL |
| 94 |
| $15.3M |
| $867K |
| 4 | MSC SERVICES, LLC MSC SERVICES 401(K) PLAN | COLORADO SPRINGS CO | 443 | $22.5M | $727K |
| 5 | FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA CA | 369 | $24.9M | $559K |
| 6 | CARLEY CORPORATION CARLEY CORPORATION 401(K) PLAN | ORLANDO FL | 141 | $13.5M | $556K |
| 7 | URBANE CAFE OPERATIONS, LLC URBANE CAFE OPERATIONS, LLC 401(K) PLAN | VENTURA CA | 451 | $3.3M | $501K |
| 8 | NEWPORT GROUP, INC. RFG POOLED EMPLOYER PLAN | FOLSOM CA | 273 | $9.6M | $492K |
| 9 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 310 | $9.2M | $287K |
| 10 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 136 | $7.0M | $232K |
