Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds 2020 Target Date Retirement R6 Mutual fund in their Schedule of Assets, totaling $4.6M 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 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $1.1M |
| 2 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $861K |
| 3 | AVANTE CARE MANAGEMENT LLC ABSOLUT RETIREMENT SAVINGS PLAN |
ROSLYN HEIGHTS NY |
| 796 |
| $10.3M |
| $821K |
| 4 | VARI CORPORATION VARI CORPORATION 401(K) PLAN | POTTSTOWN PA | 169 | $16.2M | $442K |
| 5 | COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN | LISBON OH | 336 | $7.0M | $311K |
| 6 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY OH | 772 | $23.4M | $293K |
| 7 | ZIMMER BIOMET APEX SURGICAL, LLC ZIMMER BIOMET APEX SURGICAL 401(K) PLAN | BROADVIEW HEIGHTS OH | 127 | $8.7M | $247K |
| 8 | J. DERENZO CO. J. DERENZO CO. 401(K) PROFIT SHARING PLAN | BROCKTON MA | 88 | $17.2M | $207K |
| 9 | MAB COMMUNITY SERVICES INC. MAB COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | BROOKLINE MA | 607 | $5.3M | $114K |
| 10 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $101K |
