Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund Mutual fund N/A in their Schedule of Assets, totaling $7.3M 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 | TREAN CORPORATION TREAN CORPORATION 401(K) PLAN | WAYZATA MN | 306 | $30.3M | $1.9M |
| 2 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN | SIOUX CENTER IA | 1,560 | $141.5M | $1.3M |
| 3 | V3 COMPANIES, LTD. V3 COMPANIES LTD. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN |
WOODRIDGE IL |
| 315 |
| $56.4M |
| $1.2M |
| 4 | STEVENS COMMUNITY MEDICAL CENTER STEVENS COMMUNITY MEDICAL CENTER MONEY PURCHASE PENSION PLAN | MORRIS MN | 219 | $13.2M | $928K |
| 5 | V3 COMPANIES, LTD. V3 COMPANIES, LTD. 401(K) PLAN | WOODRIDGE IL | 351 | $76.3M | $802K |
| 6 | VANDEVERE, INC. VANDEVERE 401K PROFIT SHARING PLAN AND TRUST | AKRON OH | 358 | $24.9M | $547K |
| 7 | THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY OH | 150 | $37.0M | $279K |
| 8 | MOSES LAKE INDUSTRIES MOSES LAKE INDUSTRIES 401K PLAN | MOSES LAKE WA | 490 | $48.4M | $162K |
| 9 | A. C. VROMAN, INC. A. C. VROMAN, INC. PROFIT SHARING PLAN | PASADENA CA | 92 | $1.6M | $52K |
| 10 | FLEX TECHNOLOGIES, INC. FLEX TECHNOLOGIES, INC. EMPLOYEES SAVINGS RETIREMENT PLAN | MIDVALE OH | 120 | $1.3M | $34K |
