Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2020 Target Date R6 Mutual fund * in their Schedule of Assets, totaling $7.5M 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 | GCX CORPORATION GCX CORPORATION SAVINGS PLAN | PETALUMA CA | 424 | $58.0M | $1.9M |
| 2 | ENTERPRISE BANK AND TRUST COMPANY ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | LOWELL MA | 601 | $128.1M | $1.6M |
| 3 | DOKKEN ENGINEERING DOKKEN ENGINEERING 401(K) PROFIT SHARING PLAN |
FOLSOM CA |
| 145 |
| $38.9M |
| $925K |
| 4 | TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN FOR SCA EMPLOYEES | DESTIN FL | 368 | $4.7M | $742K |
| 5 | GIRL SCOUTS OF EASTERN MASSACHUSETTS, INC. GSEM RETIREMENT SAVINGS PLAN | WALTHAM MA | 81 | $6.7M | $614K |
| 6 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $502K |
| 7 | CAMPARI AMERICA CAMPARI AMERICA 401K RETIREMENT PLAN | NEW YORK NY | 580 | $97.9M | $470K |
| 8 | MACIAS GINI & O'CONNELL LLP MACIAS GINI & O'CONNELL LLP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 462 | $57.1M | $421K |
| 9 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $322K |
| 10 | MIDDLE EAST BAKERY, INC. JOSEPH'S BAKERY 401(K) RETIREMENT PLAN | LAWRENCE MA | 260 | $1.1M | $32K |
