Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2020 Target Date Retire R6 Mutual Funds in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORTHOPAEDIC SPECIALTY GROUP, P.C. ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN | FAIRFIELD CT | 221 | $36.7M | $2.6M |
| 2 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. THE THRIFT PLAN OF GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. | BROOKLYN NY | 423 | $8.8M | $1.2M |
| 3 |
PHILADELPHIA PA |
| 124 |
| $15.0M |
| $795K |
| 4 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $150K |
| 5 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $123K |
| 6 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN | ISOLA MS | 142 | $11.9M | $7K |
