Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding American Funds 2020 Target Date Mutual fund in their Schedule of Assets, totaling $30.8M 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 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $7.1M |
| 2 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $5.6M |
| 3 | INLINE PLASTICS CORP. |
SHELTON CT |
| 716 |
| $39.6M |
| $2.8M |
| 4 | HAC, INC. HAC, INC. 401(K) PLAN | OKLAHOMA CITY OK | 2,246 | $28.0M | $2.3M |
| 5 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $2.0M |
| 6 | MILLER REFRIGERATION, INC. MILLER REFRIGERATION, INC. PROFIT SHARING PLAN | BALTIMORE MD | 161 | $10.8M | $1.5M |
| 7 | GRAHAM ENTERPRISE, INC. GRAHAM ENTERPRISE 401(K) PROFIT SHARING PLAN | VERNON HILLS IL | 223 | $26.1M | $1.4M |
| 8 | SILVER BAY SEAFOODS, L.L.C. SILVER BAY SEAFOODS 401(K) PLAN AND TRUST | SEATTLE WA | 958 | $35.3M | $1.4M |
| 9 | NEW COMMUNITIES, INC. NEW COMMUNITIES, INC. 403(B) PLAN | WESTBROOK ME | 313 | $6.8M | $633K |
| 10 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 | WACO TX | 4,752 | $52.9M | $534K |
