Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2020 Target Date Retire R6 Registered investment company in their Schedule of Assets, totaling $1.2M 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 | ALFASIGMA USA, INC. ALFASIGMA USA, INC. 401(K) PLAN | BEDMINSTER NJ | 179 | $28.2M | $569K |
| 2 | MBMS, LLC MBMS 401K PLAN | NEWARK DE | 174 | $12.8M | $504K |
| 3 | MARK MILLER HOLDINGS, LLC DBA MARK MILLER TOYOTA MARK MILLER HOLDINGS, LLC DBA MARK MILLER TOYOTA 401(K) PLAN |
SALT LAKE CITY UT |
| 162 |
| $17.5M |
| $135K |
