Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2020 Target Date Retirement R3 " in their Schedule of Assets, totaling $648K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $383K |
| 2 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN | CHEYENNE WY | 77 | $11.7M | $185K |
| 3 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN |
GUNTERSVILLE AL |
| 136 |
| $5.2M |
| $74K |
| 4 | TLC OPERATIONS, INC. TLC OPERATIONS, INC. RETIREMENT PLAN | RALEIGH NC | 163 | $3.1M | $4K |
| 5 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. PALACIOS MARINE AND INDUSTRIAL COATINGS 401(K) PLAN | PALACIOS TX | 1,343 | $5.1M | $2K |
