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 R6 Registered investment company in their Schedule of Assets, totaling $5.2M 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 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $2.1M |
| 2 | ASKO PROCESSING, INC. ASKO PROCESSING, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | SEATTLE WA | 171 | $8.5M | $569K |
| 3 | SPRIG ELECTRIC SPRIG ELECTRIC 401(K) PLAN |
SAN JOSE CA |
| 152 |
| $24.6M |
| $496K |
| 4 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $471K |
| 5 | ARDEN GROUP, INC. GELSON'S MARKETS 401(K) PLAN | SANTA FE SPRINGS CA | 166 | $80.3M | $449K |
| 6 | PETALUMA HEALTH CENTER PETALUMA HEALTH CENTER 401(K) PLAN & TRUST | PETALUMA CA | 499 | $41.0M | $386K |
| 7 | EHEALTH GLOBAL TECHNOLOGIES, INC. EHEALTH GLOBAL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FAIRPORT NY | 179 | $5.8M | $336K |
| 8 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $241K |
| 9 | P.J.K. FOOD SERVICE, LLC DBA KEANY PRODUCE & GOURMET KEANY PRODUCE & GOURMET AND RELATED ENTITIES 401(K) PLAN | LANDOVER MD | 511 | $32.5M | $140K |
| 10 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $17K |
