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-4 Mutual fund in their Schedule of Assets, totaling $3.0M 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 | HOUSE HASSON HARDWARE CO., INC. HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES | KNOXVILLE TN | 649 | $22.3M | $1.6M |
| 2 | TOPGOLF INTERNATIONAL, INC. TOPGOLF 401(K) PLAN | DALLAS TX | 40,445 | $126.3M | $1.2M |
| 3 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN |
OXNARD CA |
| 120 |
| $18.8M |
| $236K |
| 4 | ELEMENTUM SCM, INC. ELEMENTUM RETIREMENT PLAN | SALT LAKE CITY UT | 45 | $11.3M | $6K |
| 5 | ABACUS INFORMATION TECHNOLOGY LLC ABACUS GROUP, LLC 401(K) PLAN | NEW YORK NY | 270 | $24.0M | $3K |
