Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Retirement 2055 Fund ~ in their Schedule of Assets, totaling $164.4M 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 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $84.9M |
| 2 | HOLLAND HOSPITAL HOLLAND HOSPITAL 401(K) SAVINGS PLAN | HOLLAND MI | 2,218 | $241.0M | $14.6M |
| 3 | UFP INDUSTRIES, INC UFP INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN |
GRAND RAPIDS MI |
| 12,624 |
| $784.7M |
| $11.7M |
| 4 | HYUNDAI CAPITAL AMERICA HYUNDAI CAPITAL AMERICA PROFIT SHARING RETIREMENT PLAN | IRVINE CA | 1,603 | $258.3M | $10.0M |
| 5 | TUTOR PERINI CORPORATION TUTOR PERINI 401(K) RETIREMENT SAVINGS PLAN | SYLMAR CA | 3,033 | $471.1M | $9.0M |
| 6 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $8.7M |
| 7 | CANON MEDICAL SYSTEMS USA, INC. CANON MEDICAL SYSTEMS USA, INC. 401(K) SAVINGS PLAN | TUSTIN CA | 1,296 | $507.7M | $5.9M |
| 8 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN | TUCSON AZ | 395 | $161.5M | $5.1M |
| 9 | BEN BRIDGE JEWELER, INC. BEN BRIDGE RETIREMENT SAVINGS PLAN | SEATTLE WA | 456 | $68.3M | $2.8M |
| 10 | KIOXIA AMERICA INC. KIOXIA AMERICA, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 270 | $118.2M | $2.4M |
