Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2020 Target Date Retirement R5 Mutual fund N/A in their Schedule of Assets, totaling $143K 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 | THE CAPPER FOUNDATION THE CAPPER FOUNDATION RETIREMENT PLAN | TOPEKA KS | 318 | $2.8M | $143K |
