Form 5500 Search

American Funds 2020 TD

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 344 retirement plans report an interest in this investment, totaling $73.2M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
344
Reported interest (EOY)
$73.2M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: American Funds 2020 TD, American Fund 2020 TD. Counts combine all variants of the same investment.

Plans holding American Funds 2020 TDranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CAROLINA WHOLESALE GROUP, INC.
CAROLINA WHOLESALE GROUP 401(K) PLAN
WAUKEGAN
IL
165$22.0M$5.6M
2CENTRAL PROCESSING CORP.
CENTRAL PROCESSING CORP. RETIREMENT PLAN
MARATHON
WI
1,569$92.6M$2.3M
3NOBLE HOUSE HOTELS & RESORTS, LTD.
NOBLE HOUSE HOTELS & RESORTS, LTD. 401(K) PLAN
KIRKLAND
WA
2,539$57.9M$2.2M
4Z.V. PATE, INC.
Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN
NORTH CAROLINA
NC
265$24.8M$1.8M
5MVT HOLDINGS, LLC
MVT 401K PLAN
LAS CRUCES
NM
2,670$39.1M$1.7M
6MVT HOLDINGS, LLC
MVT 401K PLAN
LAS CRUCES
NM
2,182$26.7M$1.6M
7WORKSMART SYSTEMS, INC.
WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST
INDIANAPOLIS
IN
6,062$327.7M$1.6M
8PLAN FIDUCIARY SERVICES, INC.
THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN
CLEARWATER
FL
10,921$97.4M$1.5M
9MARYLAND THOROUGHBRED HORSEMEN'S ASSOCIATION, INC.
MTHA RETIREMENT PLAN FOR BACKSTRETCH EMPLOYEES
OWINGS MILLS
MD
532$11.5M$1.5M
10COLUMBIA SOUTHERN EDUCATION GROUP
THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN
ORANGE BEACH
AL
958$35.8M$1.4M
See all 344 plans holding American Funds 2020 TD
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Plans holding American Funds 2020 TD — Form 5500