Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund Class R-3 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HCC MARKETING INC. HOLT'S CIGAR CO., INC. 401(K) SAVINGS PLAN | PHILADELPHIA PA | 113 | $18.2M | $804K |
| 2 | ALL TRUCK TRANSPORTATION CO., INC. ALL TRUCK TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 299 | $13.8M | $335K |
| 3 | ILLUMINATIONS INC |
WEST CHESTER PA |
| 131 |
| $8.5M |
| $44K |
| 4 | HEIGHTS TOWER SERVICE, INC. HEIGHTS TOWER SERVICE INC 401 K PROFIT SHARING PLAN TRUST | FREDERICKTOWN OH | 97 | $5.4M | $9K |