Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding American Funds 2020 Target Date Fund R6 '' in their Schedule of Assets, totaling $61.3M 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 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $9.7M |
| 2 | CADDELL CONSTRUCTION CO. (DE), LLC CADDELL CONSTRUCTION RETIREMENT PLAN | MONTGOMERY AL | 405 | $59.8M | $6.0M |
| 3 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN |
PORTLAND ME |
| 1,358 |
| $259.0M |
| $3.5M |
| 4 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $3.5M |
| 5 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $3.3M |
| 6 | BCD HEALTH PARTNERS, LLC BCD HEALTH PARTNERS, LLC 401(K) PLAN | WOODLAND PARK NJ | 133 | $17.3M | $2.5M |
| 7 | COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION 403(B) RETIREMENT PLAN | RUTLAND VT | 421 | $41.7M | $2.3M |
| 8 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $2.3M |
| 9 | IMPERIAL ELECTRONIC ASSEMBLY, INC. IMPERIAL ELECTRONIC ASSEMBLY, INC. 401(K) PS PLAN | BROOKFIELD CT | 115 | $11.8M | $2.1M |
| 10 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $2.0M |
