Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $23.7M 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 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $4.7M |
| 2 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $4.5M |
| 3 | CORNA KOKOSING CONSTRUCTION COMPANY CORNA KOKOSING 401(K) PROFIT SHARING PLAN |
WESTERVILLE OH |
| 366 |
| $40.3M |
| $1.9M |
| 4 | WAYNE AUTOMATIC FIRE SPRINKLERS, INC. WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST | OCOEE FL | 677 | $86.7M | $1.8M |
| 5 | O'CONNELL ELECTRIC CO. O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VICTOR NY | 186 | $57.6M | $1.6M |
| 6 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $1.3M |
| 7 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN | PEACHTREE CITY GA | 3,530 | $202.1M | $1.0M |
| 8 | PUEBLO OF POJOAQUE PUEBLO OF POJOAQUE 401(K) PLAN | SANTA FE NM | 701 | $16.4M | $766K |
| 9 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $763K |
| 10 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $571K |
