Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2020 Target Date Retire R4 in their Schedule of Assets, totaling $2.0M 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 | SHIMADZU SCIENTIFIC INSTRUMENTS, INC. SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN | COLUMBIA MD | 582 | $114.5M | $2.0M |