Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund " in their Schedule of Assets, totaling $35.0M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $3.9M |
| 2 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $3.3M |
| 3 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN |
DANVILLE IL |
| 1,552 |
| $75.6M |
| $3.0M |
| 4 | ORTHOARKANSAS, P.A. ORTHOARKANSAS, P.A. PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 312 | $61.1M | $2.8M |
| 5 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | DALLAS TX | 418 | $109.5M | $2.4M |
| 6 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $1.3M |
| 7 | ROYAL OAK ENTERPRISES ROYAL OAK ENTERPRISES 401(K) RETIREMENT PLAN | ROSWELL GA | 665 | $29.0M | $1.3M |
| 8 | FRANK KENT CADILLAC, LLC FRANK KENT CADILLAC, LLC EMPLOYEES' 401(K) SAVINGS PLAN | FORT WORTH TX | 671 | $12.1M | $1.2M |
| 9 | MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN | PHILADELPHIA PA | 113 | $23.5M | $1.2M |
| 10 | ROBERT'S HAWAII, INC. 401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES | HONOLULU HI | 1,140 | $32.6M | $959K |
