Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American funds TRGTDT 2055 R6 in their Schedule of Assets, totaling $8.1M 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 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $6.0M |
| 2 | CRAMER-KRASSELT CO. THE CRAMER-KRASSELT PROFIT SHARING/401(K) PLAN | CHICAGO IL | 143 | $88.8M | $1.9M |
| 3 | TARPON BLUE CE MANAGEMENT LLC COLLIER ENTERPRISES 401(K) PLAN |
NAPLES FL |
| 15 |
| $30.6M |
| $104K |
| 4 | THE TAYLOR GROUP, INC. THE TAYLOR GROUP, INC. 401(K) PLAN | LOUISVILLE MS | 1,405 | $121.9M | $68K |
