Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2020 Target Date Fund R5 - in their Schedule of Assets, totaling $7.7M 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 | MAGRUDER EYE INSTITUTE MAGRUDER EYE INSTITUTE 401(K) PLAN | ORLANDO FL | 206 | $20.2M | $2.7M |
| 2 | HOPEHEALTH HOPEHEALTH RETIREMENT PLAN | PROVIDENCE RI | 392 | $39.8M | $1.4M |
| 3 | CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) |
MERRILL WI |
| 1,128 |
| $165.2M |
| $1.1M |
| 4 | RAILROAD19, INC. RAILROAD19, INC. PROFIT SHARING PLAN | SARATOGA SPRINGS NY | 95 | $12.8M | $820K |
| 5 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $666K |
| 6 | THE WEBB LAW FIRM THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 131 | $51.8M | $354K |
| 7 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 461 | $50.1M | $270K |
| 8 | SHAW SYSTEMS ASSOCIATES, L.L.C. SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN | HOUSTON TX | 112 | $33.3M | $270K |
| 9 | JIM BROWN CHEVROLET INC., DBA CLASSIC CHEVROLET JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR OH | 954 | $69.3M | $82K |
| 10 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $66K |
