Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding John Hancock American Funds 2055 Target Date Retirement Fund - in their Schedule of Assets, totaling $6.3M 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 | TECHNOLOGY PARTNERS, LLC TECHNOLOGY PARTNERS, LLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 225 | $16.2M | $1.7M |
| 2 | PEMBINA COUNTY MEMORIAL HOSPITAL ASSOCIATION PEMBINA COUNTY MEMORIAL HOSPITAL ASSOCIATION SAFE HARBOR 401(K) PROFIT SHARING PLAN | CAVALIER ND | 138 | $9.2M | $972K |
| 3 | LIBERTY ELECTRONICS, INC. |
FRANKLIN PA |
| 371 |
| $12.9M |
| $717K |
| 4 | 1ST PHORM INTERNATIONAL, LLC 1ST PHORM 401(K) PLAN | FENTON MO | 311 | $5.4M | $712K |
| 5 | RHG CONSOLIDATED, LLC RHG CONSOLIDATED, LLC 401(K) PLAN | KANSAS CITY MO | 418 | $11.2M | $545K |
| 6 | ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC COMPANY, I ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS TRUST | NORTH LITTLE ROCK AR | 164 | $6.2M | $488K |
| 7 | CEI ENGINEERING ASSOCIATES, INC. CEI ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST | BENTONVILLE AR | 159 | $13.5M | $431K |
| 8 | HDG HOTELS LLC HDG HOTELS LLC PROFIT SHARING AND TRUST | OCALA FL | 535 | $3.1M | $303K |
| 9 | ENGENDREN, LLC DBA IEA, LLC ENGENDREN CORPORATION 401(K) PLAN | KENOSHA WI | 215 | $7.5M | $216K |
| 10 | CAROLINA WHOLESALE GROUP, INC. CAROLINA WHOLESALE GROUP 401(K) PLAN | WAUKEGAN IL | 165 | $22.0M | $175K |
