Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 229 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $244.1M 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 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $26.6M |
| 2 | CROWE & DUNLEVY, A PROFESSIONAL CORPORATION CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, PROFIT SHARING AND THRIFT PLAN | OKLAHOMA CITY OK | 181 | $188.2M | $22.9M |
| 3 | BRIGHTSPRING HEALTH SERVICES |
LOUISVILLE KY |
| 43,434 |
| $794.2M |
| $21.7M |
| 4 | HOBBY LOBBY STORES, INC. SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUP | OKLAHOMA CITY OK | 31,651 | $563.8M | $14.2M |
| 5 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $6.2M |
| 6 | CABLE TELEVISION LABORATORIES, INC. CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN | LOUISVILLE CO | 203 | $121.2M | $5.3M |
| 7 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $5.0M |
| 8 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $4.4M |
| 9 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $4.3M |
| 10 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $3.9M |
