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 Retirement Fd Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | MEGA INTERNATIONAL, LLC MEGA INTERNATIONAL, LLC 401(K) PLAN | BEVERLY HILLS CA | 1,134 | $17.8M | $968K |
| 2 | PROMEX INDUSTRIES, INC. PROMEX INDUSTRIES, INC. 401(K) PLAN | SANTA CLARA CA | 106 | $7.5M | $861K |
| 3 | MAITA AUTO GROUP MAITA PROFIT SHARING 401(K) PLAN AND TRUST |
SACRAMENTO CA |
| 496 |
| $36.0M |
| $208K |
| 4 | STEM, INC. STEM, INC. 401(K) PLAN | HOUSTON TX | 379 | $35.3M | $98K |
| 5 | STEM, INC. STEM, INC. 401(K) PLAN | SAN FRANCISCO CA | 425 | $27.2M | $90K |
| 6 | GAINSIGHT, INC. GAINSIGHT, INC. 401(K) PLAN | SAN FRANCISCO CA | 269 | $34.0M | $5K |
