Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds Trgtdt 2055 R6 Registered investment company in their Schedule of Assets, totaling $59.7M 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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $21.0M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $12.5M |
| 3 | PRIORITY-1, INC. PRIORITY-1, INC. 401(K) AND PROFIT SHARING PLAN |
LITTLE ROCK AR |
| 858 |
| $54.1M |
| $8.4M |
| 4 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $3.6M |
| 5 | MAVERICK CAPITAL, LTD. MAVERICK CAPITAL, LTD. 401(K) PLAN | DALLAS TX | 96 | $124.6M | $2.1M |
| 6 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $1.6M |
| 7 | MACANDREWS & FORBES GROUP, LLC MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES | NEW YORK NY | 120 | $44.1M | $1.5M |
| 8 | ELEVATE OUTDOOR COLLECTIVE, LLC ELEVATE OUTDOOR COLLECTIVE 401(K) PLAN | BELLEVUE WA | 218 | $21.1M | $1.4M |
| 9 | INTERNATIONAL INFORMATION SYSTEM SECURITY CERTIFICATION CONSORTIUM,INC IISSCC, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 206 | $18.9M | $1.3M |
| 10 | MAGID GLOVE & SAFETY MANUFACTURING COMPANY, LLC MAGID GLOVE AND SAFETY MANUFACTURING COMPANY, LLC 401(K) AND PROFIT SHARING PLAN | ROMEOVILLE IL | 715 | $60.1M | $1.2M |
