Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $57.2M 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 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $13.0M |
| 2 | DEXTER AXLE COMPANY DEXTER 401(K) RETIREMENT SAVINGS PLAN | ELKHART IN | 2,543 | $156.8M | $5.4M |
| 3 | MONDI U.S. HOLDINGS LLC MONDI RETIREMENT SAVINGS PLAN USA |
ROMEOVILLE IL |
| 1,167 |
| $133.9M |
| $4.3M |
| 4 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $3.5M |
| 5 | PURCELL TIRE & RUBBER COMPANY PURCELL TIRE & RUBBER COMPANY 401(K) PLAN | POTOSI MO | 988 | $65.2M | $3.3M |
| 6 | NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. 401(K) RETIREMENT PLAN | SANTA MONICA CA | 341 | $63.3M | $2.9M |
| 7 | MARIST HIGH SCHOOL MARIST HIGH SCHOOL 401(K) PLAN | CHICAGO IL | 282 | $24.9M | $2.6M |
| 8 | CAROLINA TRACTOR & EQUIPMENT COMPANY CTE 401(K) PLAN | CHARLOTTE NC | 1,915 | $139.4M | $2.2M |
| 9 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $2.1M |
| 10 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $2.0M |
