Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund Class R6 Registered investment company in their Schedule of Assets, totaling $2.8M 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 | SATELLITE HEALTHCARE, INC. SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN | SAN JOSE CA | 2,032 | $230.0M | $2.7M |
| 2 | THE FREEMAN MANUFACTURING & SUPPLY COMPANY FREEMAN MANUFACTURING & SUPPLY COMPANY EMPLOYEE CAPITAL ACCUMULATION PLAN | AVON OH | 163 | $10.6M | $48K |
| 3 | BENTLEY MILLS, INC. |
INDUSTRY CA |
| 392 |
| $32.9M |
| $15K |
| 4 | WHITELEY TECHCNICAL SERVICES, LLC WHITELEY TECHNICAL SERVICES, LL 401(K) PLAN | BEAUMONT TX | 252 | $4.7M | $5K |
