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 Registered investment companies in their Schedule of Assets, totaling $1.1M 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 | EFFINGHAM MACHINING & ASSEMBLY COMPONENTS, INC. EMAC 401(K) PLAN | EFFINGHAM IL | 150 | $13.9M | $737K |
| 2 | UNITED INITIATORS, INC. UNITED INITIATORS, INC. 401(K) PLAN | ELYRIA OH | 150 | $22.3M | $324K |
