Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2020 Target Date Retire R6 " in their Schedule of Assets, totaling $10.4M 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 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $5.6M |
| 2 | AERO PRECISION HOLDINGS LP AERO PRECISION HOLDINGS RETIREMENT SAVINGS PLAN | MIRAMAR FL | 228 | $23.9M | $1.4M |
| 3 | WESTERN BEEF RETAIL, INC |
RIDGEWOOD NY |
| 2,038 |
| $28.5M |
| $1.3M |
| 4 | EMPLOYEE BENEFIT MANAGEMENT SERVICES, INC. EBMS RETIREMENT PLAN | BILLINGS MT | 346 | $14.8M | $667K |
| 5 | ALLEN, ALLEN, ALLEN & ALLEN CORPORATION ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN | RICHMOND VA | 173 | $60.6M | $558K |
| 6 | VPNE PARKING SOLUTIONS, LLC VPNE PARKING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | HINGHAM MA | 2,269 | $17.7M | $300K |
| 7 | CHAPPAQUA TRANSPORTATION, INC. CHAPPAQUA TRANSPORTATION, INC. PROFIT SHARING PLAN | CHAPPAQUA NY | 122 | $4.2M | $233K |
| 8 | KING RISK PARTNERS, LLC KING INSURANCE 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 288 | $6.9M | $142K |
| 9 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $103K |
| 10 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $49K |
