Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding American Funds 2020 Target Date Fund ....................................... in their Schedule of Assets, totaling $25.2M 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 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $4.2M |
| 2 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN | ATLANTIC CITY NJ | 2,187 | $34.0M | $2.7M |
| 3 | TELLIGEN, INC. TELLIGEN, INC. 401(K) RETIREMENT PLAN |
WEST DES MOINES IA |
| 748 |
| $97.9M |
| $2.0M |
| 4 | MARGIOTTI & KROLL PEDIATRICS, P.C. MARGIOTTI & KROLL PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN | TREVOSE PA | 80 | $8.1M | $1.7M |
| 5 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $1.5M |
| 6 | D & L MANUFACTURING, INC. D & L MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 222 | $19.9M | $1.1M |
| 7 | VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST | PULASKI WI | 321 | $29.9M | $946K |
| 8 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $822K |
| 9 | CLOW STAMPING COMPANY CLOW STAMPING COMPANY 401(K) PLAN | MERRIFIELD MN | 419 | $26.9M | $746K |
| 10 | SAYERS TECHNOLOGY HOLDINGS, INC. SAYERS 401(K) PLAN | VERNON HILLS IL | 154 | $24.6M | $715K |
