Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding American Funds 2020 Target Date Fund ....................................... in their Schedule of Assets, totaling $48.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $22.2M |
| 2 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $4.2M |
| 3 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN |
ATLANTIC CITY NJ |
| 2,187 |
| $34.0M |
| $2.7M |
| 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 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $1.4M |
| 7 | D & L MANUFACTURING, INC. D & L MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 222 | $19.9M | $1.1M |
| 8 | ALLEGIANCE HEALTH MANAGEMENT, INC. ALLEGIANCE HEALTH MANAGEMENT RETIREMENT SAVINGS PLAN | SHREVEPORT LA | 3,001 | $22.8M | $1.0M |
| 9 | VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST | PULASKI WI | 321 | $29.9M | $946K |
| 10 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $822K |
