Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2020 Mutual Funds in their Schedule of Assets, totaling $176K 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 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $107K |
| 2 | YODER'S MEATS, INC. YODER'S MEATS, INC. 401(K) PROFIT SHARING PLAN | NEW HOLLAND PA | 129 | $10.4M | $47K |
| 3 | PARTNERS HAIR DESIGN GROUP, INC. PHD, INC. PROFIT SHARING PLAN |
MCLEAN VA |
| 230 |
| $14.8M |
| $22K |
