Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2020 Target Date Retire Fund " in their Schedule of Assets, totaling $4.1M 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 | LAKELAND MANAGEMENT SERVICES, INC. THE LAKELAND COMPANIES EMPLOYEES' PROFIT SHARING PLAN | MINNEAPOLIS MN | 234 | $32.0M | $2.6M |
| 2 | LEECO SUPPORT SERVICES THE LAKELAND COMPANIES EMPLOYEES' PROFIT SHARING PLAN | MINNEAPOLIS MN | 201 | $31.4M | $1.3M |
| 3 | MARIO BADESCU SKIN CARE, INC. |
EDISON NJ |
| 154 |
| $27.0M |
| $186K |
| 4 | WHEELHOUSE CREDIT UNION WHEELHOUSE CREDIT UNION 401(K) PLAN | SAN DIEGO CA | 73 | $8.3M | $44K |
| 5 | MATTCO FORGE, INC. MATTCO FORGE, INC. 401(K) PLAN | PARAMOUNT CA | 127 | $11.0M | $24K |
