Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund R3 Mutual Fund in their Schedule of Assets, totaling $47K 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 | HATTENHAUER DISTRIBUTING CO. HATTENHAUER DISTRIBUTING PROFIT SHARING PLAN | THE DALLES OR | 113 | $2.8M | $35K |
| 2 | CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. 401(K) PLAN | AVON IN | 396 | $16.3M | $12K |
