Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds 2020 Target Date Retire R6 Mutual fund in their Schedule of Assets, totaling $15.5M 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 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER CA | 328 | $121.7M | $2.3M |
| 2 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $1.7M |
| 3 | CEMSTONE PRODUCTS COMPANY |
MENDOTA HEIGHTS MN |
| 1,029 |
| $129.0M |
| $1.6M |
| 4 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 1,307 | $66.6M | $1.3M |
| 5 | GREATER BOSTON LEGAL SERVICES, INC. GREATER BOSTON LEGAL SERVICES PENSION PLAN | BOSTON MA | 184 | $30.5M | $923K |
| 6 | ACTION ENTERPRISE HOLDINGS, LLC ACTION ENTERPRISE 401(K) PLAN | BIRMINGHAM AL | 477 | $15.9M | $910K |
| 7 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $728K |
| 8 | C.N. BROWN COMPANY C.N. BROWN CO. 401(K) PLAN | SOUTH PARIS ME | 623 | $14.6M | $595K |
| 9 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT TAX-SHELTERED ANNUITY PLAN | BOSTON MA | 918 | $43.5M | $568K |
| 10 | FORAN GLENNON PALANDECH & PONZI, PC FORAN GLENNON PALANDECH PONZI & RUDLOFF, PC PROFIT SHARING 401(K) PLAN | CHICAGO IL | 103 | $27.1M | $568K |
