Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding American Funds 2020 Target Date Fund Mutual fund in their Schedule of Assets, totaling $31.2M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $7.7M |
| 2 | VERNON CENTRAL WAREHOUSE, INC. SWEETENER PRODUCTS COMPANY AND AFFILIATED COMPANIES SECTION 401(K) RETIREMENT SAVINGS PLAN | VERNON CA | 123 | $24.8M | $3.1M |
| 3 | Q SERVICES, LLC |
OVERLAND PARK KS |
| 3,234 |
| $112.4M |
| $2.8M |
| 4 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HOUSTON TX | 158 | $34.7M | $2.2M |
| 5 | PEDIATRUST, LLC PEDIATRUST, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 252 | $43.3M | $1.9M |
| 6 | TIFFANY & BOSCO, P.A. TIFFANY & BOSCO, P.A. PROFIT SHARING 401(K) PLAN | PHOENIX AZ | 229 | $32.6M | $1.9M |
| 7 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $1.9M |
| 8 | NORTHWEST MULTIPLE LISTING SERVICE, INC. NORTHWEST MULTIPLE LISTING SERVICE 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 99 | $16.2M | $1.1M |
| 9 | CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS WV | 148 | $16.2M | $1.0M |
| 10 | NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 185 | $39.7M | $940K |
