Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding American Funds Target date 2055 R6 in their Schedule of Assets, totaling $424.6M 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 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT PLAN | FARMINGTON CT | 29,076 | $2.9B | $220.0M |
| 2 | BARNABAS HEALTH, INC. RWJBARNABAS HEALTH 403(B) SAVINGS PLAN | WEST ORANGE NJ | 27,679 | $1.5B | $61.7M |
| 3 | CIRCANA, LLC CIRCANA 401(K) RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 3,660 |
| $891.6M |
| $28.7M |
| 4 | MIDFIRST BANK MIDLAND RETIREMENT PLAN | OKLAHOMA CITY OK | 3,237 | $485.6M | $22.3M |
| 5 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $22.1M |
| 6 | HORNADY MANUFACTURING COMPANY HORNADY MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | GRAND ISLAND NE | 1,168 | $181.5M | $16.9M |
| 7 | WPROMOTE LLC WPROMOTE LLC 401K PLAN | EL SEGUNDO CA | 726 | $45.5M | $9.4M |
| 8 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN | FARMINGTON CT | 2,571 | $146.6M | $8.4M |
| 9 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $6.3M |
| 10 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $5.6M |
