Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund® R6 Mutual fund - in their Schedule of Assets, totaling $35.5M 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 | LEHMAN-ROBERTS COMPANY LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN | MEMPHIS TN | 488 | $34.4M | $7.2M |
| 2 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $6.7M |
| 3 | GEOSPACE TECHNOLOGIES CORPORATION |
HOUSTON TX |
| 470 |
| $66.9M |
| $5.5M |
| 4 | HOYA HOLDINGS, INC. HOYA SHARED SAVINGS PLAN | MILPITAS CA | 1,889 | $173.4M | $4.4M |
| 5 | DESTINATION XL GROUP, INC. DESTINATION XL GROUP, INC. 401(K) SAVINGS PLAN | CANTON MA | 1,486 | $107.3M | $3.4M |
| 6 | LATICRETE INTERNATIONAL, INC. LATICRETE INTERNATIONAL, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | BETHANY CT | 538 | $74.1M | $1.9M |
| 7 | LIDESTRI FOODS, INC. LIDESTRI FOODS, INC. 401(K) PLAN | FAIRPORT NY | 874 | $66.0M | $1.1M |
| 8 | MEDIC AMBULANCE SERVICE, INC. MEDIC AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | FAIRFIELD CA | 303 | $11.4M | $1.1M |
| 9 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN | RUTHERFORD CA | 395 | $53.2M | $789K |
| 10 | AMBARELLA CORPORATION AMBARELLA CORP. 401(K) PLAN | SANTA CLARA CA | 262 | $72.2M | $769K |
