Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2020 T Date R6 Mutual fund in their Schedule of Assets, totaling $5.6M 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 | LAKEVIEW CENTER, INC. LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 2,591 | $116.7M | $2.5M |
| 2 | CITIZEN ADVOCATES, INC. CITIZEN ADVOCATES, INC. 401(K) PLAN | MALONE NY | 633 | $32.7M | $2.1M |
| 3 | THE LONGSTREET CLINIC, P.C. THE LONGSTREET CLINIC, P. C. 401(K) PLAN AND TRUST |
GAINESVILLE GA |
| 610 |
| $143.0M |
| $702K |
| 4 | ALL COPY PRODUCTS, INC. ALL COPY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 352 | $22.9M | $273K |
| 5 | BALDWIN AREA MEDICAL CENTER, INC. WESTERN WISCONSIN HEALTH 403(B) PLAN | BALDWIN WI | 456 | $41.0M | $17K |
