Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2020 Target Date Pooled separate account in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZAREMBA MANAGEMENT COMPANY ZAREMBA MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | FAIRVIEW PARK OH | 124 | $8.8M | $585K |
| 2 | WISCONSIN VISION, INC. WISCONSIN VISION, INC. 401(K) PROFIT SHARING PLAN | NEW BERLIN WI | 235 | $19.2M | $364K |
| 3 | HOSPICE FOUNDATION OF GREATER BATON ROUGE |
BATON ROUGE LA |
| 143 |
| $6.0M |
| $360K |
| 4 | WESTERN PACIFIC BUILDING MATERIALS, INC. WESTERN PACIFIC BUILDING MATERIALS, INC. SALARY SAVINGS PLAN | VANCOUVER WA | 366 | $15.7M | $263K |
| 5 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $223K |
| 6 | RIVER BANK AND TRUST RIVER BANK AND TRUST 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | PRATTVILLE AL | 327 | $24.5M | $80K |
| 7 | SYSTEM RESOURCES TELECOM, LLC SYSTEM RESOURCES TELECOM 401(K) PLAN | BATON ROUGE LA | 212 | $4.3M | $53K |
| 8 | YZER LLC YZER, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 428 | $551K | $3K |
