Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2020 Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TOWSON MD | 126 | $55.2M | $1.0M |
| 2 | KING INDUSTRIES, INC. KING INDUSTRIES, INC. 401(K) RETIREMENT PLAN | NORWALK CT | 258 | $43.9M | $511K |
| 3 | AUTO LENDERS LIQUIDATION CENTER, INC. |
VOORHEES NJ |
| 383 |
| $19.9M |
| $89K |
| 4 | HOLLAND CHRISTIAN EDUCATION SOCIETY HOLLAND CHRISTIAN SCHOOLS 403(B) PLAN | HOLLAND MI | 422 | $5.8M | $77K |
| 5 | BAUER, INC. BAUER, INC. 401(K) PLAN | BRISTOL CT | 90 | $12.6M | $1K |