Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2020 Target Date in their Schedule of Assets, totaling $5.6M 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 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $2.9M |
| 2 | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN | HETTINGER ND | 300 | $27.4M | $1.5M |
| 3 | J.S. WEST MILLING COMPANY |
MODESTO CA |
| 320 |
| $15.7M |
| $736K |
| 4 | PACIFIC INDUSTRIES USA PACIFIC MANUFACTURING OHIO, INC. 401(K) | FAIRFIELD OH | 1,190 | $16.3M | $170K |
| 5 | INTEGRA CAPITAL GROUP, INC. CENTURY BUSINESS SOLUTIONS 401(K) PLAN | IRVINE CA | 154 | $7.1M | $130K |
| 6 | BEACH CITIES ORTHOPEDIC BEACH CITIES ORTHOPEDIC 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 119 | $2.9M | $69K |
| 7 | ANDERSON HOLDING COMPANY, INC. ANDERSON HOLDING COMPANY, INC. 401(K) PLAN AND TRUST | AUGUSTA GA | 308 | $1.9M | $62K |
| 8 | IOWA TRIBE OF KANSAS AND NEBRASKA IOWA TRIBE OF KANSAS AND NEBRASKA EMPLOYEES SAVINGS TRUST | WHITE CLOUD KS | 140 | $1.2M | $35K |
| 9 | ALLIANCE DUTY FREE, LLC DUFRY PUERTO RICO RETIREMENT PLAN | CAROLINA PR | 107 | $3.9M | $9K |
