Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds 2020 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $11.7M 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 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $3.5M |
| 2 | MULLER MARTINI CORP. MULLER MARTINI 401K SUPER SAVINGS INVESTMENT PLAN | HAUPPAUGE NY | 117 | $57.2M | $1.7M |
| 3 | RUSMUR FLOORS INC RUSMUR FLOORS INC 401(K) PROFIT SHARING PLAN & TRUST |
BRIDGEVILLE PA |
| 144 |
| $14.4M |
| $1.5M |
| 4 | PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING TX | 2,321 | $188.7M | $979K |
| 5 | AMERICAN TECHNOLOGY SOLUTIONS AMERICAN TECHNOLOGY SOLUTIONS INTERNATIONAL CORPORATION 401(K) PLAN | FREDERICKSBURG VA | 143 | $8.0M | $648K |
| 6 | RJ LEE GROUP, INC. RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN | MONROEVILLE PA | 173 | $19.9M | $641K |
| 7 | PAYMAX SERVICES, INC. PAYMAX SERVICES, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 155 | $8.6M | $472K |
| 8 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $430K |
| 9 | CTCI AMERICAS, INC. CTCI AMERICAS 401(K) PLAN | HOUSTON TX | 57 | $6.8M | $324K |
| 10 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $321K |
