Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2020 Target Date Fund R4 Mutual fund in their Schedule of Assets, totaling $1.8M 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 | TOWN & COUNTRY FEDERAL CREDIT UNION TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN | SOUTH PORTLAND ME | 129 | $14.7M | $349K |
| 2 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $296K |
| 3 | ADVANCED TECHNOLOGY & RESEARCH CORP. |
BELTSVILLE MD |
| 140 |
| $27.0M |
| $258K |
| 4 | FIRST EXPRESS, INC. FIRST EXPRESS 401(K) PLAN | NASHVILLE TN | 90 | $4.7M | $245K |
| 5 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $164K |
| 6 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $114K |
| 7 | ASC PROCESS SYSTEM, INC. ASC PROCESS SYSTEM, INC. 401(K) PLAN | VALENCIA CA | 253 | $20.8M | $91K |
| 8 | AMERICAN PAYROLL SERVICE LLC AMERICAN PAYROLL SERVICE 401(K) RETIREMENT PLAN | MAYFIELD HEIGHTS OH | 125 | $7.1M | $82K |
| 9 | MOTORS MANAGEMENT CORPORATION MOTORS MANAGEMENT CORPORATION 401(K) PLAN | AVENEL NJ | 275 | $14.9M | $65K |
| 10 | MAYESH WHOLESALE FLORIST, INC. MAYESH WHOLESALE FLORIST, INC. 401(K) PLAN | LOS ANGELES CA | 331 | $29.6M | $60K |
