Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American Funds 2020 Target Date Fund R6 Mutual fund - in their Schedule of Assets, totaling $29.1M 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 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $7.4M |
| 2 | SHAKLEE CORPORATION SHAKLEE 401(K) RETIREMENT SAVINGS PLAN | PLEASANTON CA | 215 | $65.1M | $3.1M |
| 3 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN |
CHANTILLY VA |
| 2,330 |
| $187.1M |
| $1.6M |
| 4 | MATHIS BROS. OKLAHOMA CITY, LLC MATHIS BROTHERS 401(K) PLAN | OKLAHOMA CITY OK | 2,322 | $67.8M | $1.4M |
| 5 | HIMAGINE SOLUTIONS, INC. HIMAGINE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 1,278 | $19.2M | $1.3M |
| 6 | OMH HEALTHEDGE HOLDINGS, INC. OMH HEALTHEDGE HOLDINGS, INC. 401(K) PLAN | BOCA RATON FL | 1,281 | $35.6M | $1.1M |
| 7 | JOHNSON & JORDAN, INC. JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | SCARBOROUGH ME | 302 | $63.1M | $984K |
| 8 | MIAMI NATION ENTERPRISES MIAMI NATION ENTERPRISES 401(K) PROFIT SHARING PLAN | MIAMI OK | 559 | $15.4M | $961K |
| 9 | UNITED BUILT HOMES, LLC UNITED BUILT HOMES 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 145 | $27.1M | $878K |
| 10 | HOCON GAS, INC. EMPLOYEE 401K PLAN | SHELTON CT | 86 | $14.4M | $865K |
