Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2020 Target Date-R3 in their Schedule of Assets, totaling $286K 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 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $182K |
| 2 | NEW YORK HOME HEALTH HOLDINGS NEW YORK HOME HEALTH HOLDINGS 401(K) PROFIT SHARING PLAN | RIDGEFIELD PARK NJ | 12,617 | $3.7M | $62K |
| 3 | TRIPLE CITIES METAL FINISHING CORPORATION |
BINGHAMTON NY |
| 181 |
| $5.6M |
| $42K |