Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding American Funds 2020 Target Date Retirement R6 - in their Schedule of Assets, totaling $50.4M 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 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $19.4M |
| 2 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN | PLYMOUTH MEETING PA | 4,457 | $99.5M | $6.1M |
| 3 | GMM PFAUDLER US INC. |
ROCHESTER NY |
| 244 |
| $57.6M |
| $3.9M |
| 4 | UNITED ANIMAL HEALTH, INC. UNITED ANIMAL HEALTH, INC. 401(K) PLAN | SHERIDAN IN | 321 | $71.7M | $3.4M |
| 5 | LIL' DRUG STORE PRODUCTS, INC. LIL' DRUG STORE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 154 | $18.0M | $1.5M |
| 6 | MJ INSURANCE INC. MJ INSURANCE, INC. 401(K) PLAN | CARMEL IN | 225 | $41.9M | $1.4M |
| 7 | NORTH STAR BLUESCOPE STEEL LLC NORTH STAR BLUESCOPE STEEL LLC RETIREMENT PARTNERSHIP | DELTA OH | 608 | $161.8M | $1.4M |
| 8 | PENTEGRA SERVICES, INC STRATEGIC RETIREMENT PROGRAM | WHITE PLAINS NY | 1,308 | $49.6M | $1.1M |
| 9 | IH ENGINEERS, PC IH ENGINEERS 401(K) TRUST | PRINCETON NJ | 91 | $17.7M | $1.1M |
| 10 | ERIE CONSTRUCTION MID-WEST, INC. ERIE CONSTRUCTION MID-WEST, INC. 401(K) RETIREMENT PLAN | TOLEDO OH | 1,076 | $12.1M | $1.0M |