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 R5 Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $1.6M |
| 2 | OREGON CATHOLIC PRESS OREGON CATHOLIC PRESS 403(B) PLAN | LAKE OSWEGO OR | 140 | $27.8M | $344K |
| 3 | TOM FORD RETAIL LLC TOM FORD RETAIL LLC 401(K) PLAN |
NEW YORK NY |
| 150 |
| $9.6M |
| $265K |
