Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund Class R-6 Registered investment company in their Schedule of Assets, totaling $10.2M 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 | BRITISH AIRWAYS PLC BRITISH AIRWAYS SAVINGS PLAN | NEW YORK NY | 1,196 | $232.5M | $4.0M |
| 2 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $1.8M |
| 3 | HALOZYME, INC. HALOZYME THERAPEUTICS, INC. 401(K) PLAN |
SAN DIEGO CA |
| 353 |
| $79.9M |
| $1.5M |
| 4 | RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH CA | 203 | $43.9M | $874K |
| 5 | QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER CO | 221 | $36.9M | $874K |
| 6 | CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER CO | 311 | $34.6M | $778K |
| 7 | ARENA ENERGY, LLC ARENA ENERGY, LLC PROFIT SHARING AND 401(K) PLAN | THE WOODLANDS TX | 449 | $70.0M | $296K |
| 8 | KAPLAN DEVELOPMENT GROUP LLC KAPLAN DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 920 | $4.9M | $73K |
| 9 | KEIM LUMBER COMPANY THE KEIM COMPANY 401(K) PLAN | CHARM OH | 579 | $31.1M | $48K |
