Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2020 Target Date Fund Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | WALDORF FORD, INC. WALDORF FORD, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WALDORF MD | 874 | $34.2M | $2.1M |
| 2 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $1.3M |
| 3 | THE INTEGRAL GROUP, LLC |
ATLANTA GA |
| 221 |
| $10.6M |
| $258K |
| 4 | GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA CA | 1,574 | $31.6M | $5K |
