Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund Class R-3 Mutual fund in their Schedule of Assets, totaling $190K 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 | MARTIN TRUCK PARTS & SALES, LLC MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLAN | LONDON KY | 186 | $8.4M | $126K |
| 2 | STAFFORD TRANSPORT INC STAFFORD TRANSPORT INC 401(K) PROFIT SHARING PLAN & TRUST | SMYRNA GA | 481 | $4.0M | $30K |
| 3 | PRECISION ORTHOPEDICS |
LAUREL MD |
| 109 |
| $4.2M |
| $29K |
| 4 | AUSTIN HABITAT FOR HUMANITY, INC. AUSTIN HABITAT FOR HUMANITY, INC. 401(K) PLAN | AUSTIN TX | 93 | $3.9M | $3K |
| 5 | BROADBASE INC BROADBASE INC 401(K) PROFIT SHARING PLAN & TRUST | WEST SACRAMENTO CA | 278 | $2.9M | $2K |
