Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2020 Target Date R6 Mutual Funds in their Schedule of Assets, totaling $4.4M 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 | PINNACLE TREATMENT CENTERS, INC. PINNACLE TREATMENT CENTERS EMPLOYEE 401K PLAN | MT. LAUREL NJ | 3,288 | $41.3M | $1.9M |
| 2 | BALDWIN SUPPLY COMPANY BALDWIN SUPPLY COMPANY RETIREMENT SAVINGS PLAN | PLYMOUTH MN | 157 | $21.9M | $1.7M |
| 3 | CAPITAL PROPERTIES SERVICES, LLC |
NEW YORK NY |
| 218 |
| $19.6M |
| $749K |
| 4 | STANLEY STREET TREATMENT AND RESOURCES, INC. STANLEY STREET TREATMENT AND RESOURCES, INC. 403(B) PLAN | FALL RIVER MA | 394 | $9.7M | $26K |
