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 R3 Mutual Funds - in their Schedule of Assets, totaling $869K 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 | D. SHELLY GROUP, INC. D. SHELLY GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 623 | $28.1M | $452K |
| 2 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN | BOSTON MA | 210 | $11.7M | $272K |
| 3 | KLS MARTIN L.P. |
JACKSONVILLE FL |
| 768 |
| $70.2M |
| $146K |
