Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2020 Target Date Fund N/R in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,431 | $134.7M | $3.2M |
| 2 | GUSTMAN CHEVROLET SALES, INC. GUSTMAN EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | KAUKAUNA WI | 130 | $35.8M | $3.2M |
| 3 | AFFILIATED FAMILY DENTIST PC |
MISHAWAKA IN |
| 218 |
| $6.8M |
| $145K |
