Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund; Class R6 in their Schedule of Assets, totaling $73.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $19.3M |
| 2 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN | BURLINGTON MA | 2,793 | $334.0M | $9.9M |
| 3 | ASTRION ASTRION 401(K) PLAN |
HUNTSVILLE AL |
| 2,679 |
| $358.9M |
| $9.6M |
| 4 | CITATION OIL & GAS CORP. CITATION OIL & GAS CORP. RETIREMENT SAVINGS PLAN | HOUSTON TX | 496 | $99.9M | $7.4M |
| 5 | HILLSIDE CHILDREN'S CENTER HILLSIDE CHILDREN'S CENTER 403(B) PLAN | ROCHESTER NY | 1,647 | $105.5M | $3.2M |
| 6 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $2.8M |
| 7 | CONSOLIDATED RAIL CORPORATION CONSOLIDATED RAIL CORPORATION AGREEMENT EMPLOYEES' SAVINGS PLAN | PHILADELPHIA PA | 778 | $54.5M | $2.1M |
| 8 | ENNOVI INDUSTRIES, INC. ENNOVI INDUSTRIES, INC. 401K PLAN | COLLEGE POINT NY | 650 | $48.3M | $2.0M |
| 9 | THE IDEAL GROUP, INC. 401(K) SAVINGS PLAN OF THE IDEAL GROUP OF COMPANIES | DETROIT MI | 363 | $33.1M | $1.9M |
| 10 | WINSTEAD PC WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN | DALLAS TX | 435 | $286.3M | $1.9M |
