Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Asset Allocation/Balanced in their Schedule of Assets, totaling $341K 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 | EXECUTIVE CHARGE INC EXECUTIVE CHARGE INC 401(K) PROFIT SHARING PLAN & TRUST | LONG ISLAND CITY NY | 125 | $5.2M | $195K |
| 2 | EXECUTIVE CHARGE INC EXECUTIVE CHARGE INC 401(K) PROFIT SHARING PLAN & TRUST | LONG ISLAND CITY NY | 111 | $4.7M | $146K |
