Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 91 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund ® Mutual Fund in their Schedule of Assets, totaling $91.2M 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 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $6.1M |
| 2 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $5.0M |
| 3 | LEWIS BRISBOIS BISGAARD & SMITH LLP |
LOS ANGELES CA |
| 293 |
| $197.1M |
| $4.7M |
| 4 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $4.2M |
| 5 | POWER INTEGRATIONS, INC. POWER INTEGRATIONS, INC. 401(K) PLAN | SAN JOSE CA | 336 | $146.0M | $4.2M |
| 6 | NEW COUNTRY MOTOR CAR GROUP, INC. NEW COUNTRY MOTOR CAR SALARY DEFERRAL 401(K) PLAN | SARATOGA SPRINGS NY | 1,137 | $83.9M | $4.0M |
| 7 | MINUTECLINIC, LLC MINUTECLINIC 401(K) PLAN | WOONSOCKET RI | 3,330 | $350.0M | $3.8M |
| 8 | BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST | BRATTLEBORO VT | 352 | $28.7M | $3.7M |
| 9 | ROHRER CORPORATION ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST | WADSWORTH OH | 705 | $75.4M | $3.4M |
| 10 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $3.3M |