Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 197 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $196.7M 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 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $26.6M |
| 2 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $21.7M |
| 3 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN |
RALEIGH NC |
| 2,315 |
| $289.8M |
| $6.2M |
| 4 | CABLE TELEVISION LABORATORIES, INC. CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN | LOUISVILLE CO | 203 | $121.2M | $5.3M |
| 5 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $5.0M |
| 6 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $4.4M |
| 7 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $4.3M |
| 8 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $3.9M |
| 9 | FLYING FOOD FARE, INC. FLYING FOOD FARE, INC. 401(K) PLAN | CHICAGO IL | 4,463 | $87.6M | $3.9M |
| 10 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $3.9M |
