Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding John Hancock Life Insurance Company American Funds 2055 TD in their Schedule of Assets, totaling $5.4M 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 | TRANSLATIONAL DRUG DEVELOPMENT, LLC TD2 401(K) PLAN | SCOTTSDALE AZ | 167 | $13.5M | $1.3M |
| 2 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 547 | $24.2M | $1.1M |
| 3 | MIDWEST ENGINEERED SYSTEMS, INC. MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN |
WAUKESHA WI |
| 152 |
| $15.0M |
| $809K |
| 4 | LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A. LEVIN PAPANTONIO ET. AL. PA 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 172 | $32.9M | $635K |
| 5 | TRAFFIX DEVICES, INC. TRAFFIX 401(K) PLAN | SAN CLEMENTE CA | 296 | $14.1M | $542K |
| 6 | ZULLAS, LC CAFE ZUPAS EMPLOYEE RETIREMENT PLAN | SANDY UT | 538 | $3.9M | $540K |
| 7 | P & S PAVING, INC. P & S PAVING, INC. 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 252 | $7.7M | $162K |
| 8 | CPRIME, INC. CPRIME, INC. 401(K) PLAN | CARY NC | 170 | $17.3M | $158K |
| 9 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 345 | $11.2M | $151K |
| 10 | FLORIDA HARDWARE LLC FLORIDA HARDWARE LLC 401 (K) PLAN | JACKSONVILLE FL | 235 | $6.5M | $47K |
