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 R6 Mutual Funds in their Schedule of Assets, totaling $6.2M 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 | TITLE FINANCIAL CORPORATION TITLE FINANCIAL CORPORATION 401(K) PLAN | BLACKFOOT ID | 393 | $32.6M | $2.9M |
| 2 | AMPLIFY ENERGY SERVICES LLC AMPLIFY ENERGY SERVICES LLC 401(K) PLAN | HOUSTON TX | 231 | $37.9M | $1.2M |
| 3 | ARORA AND ASSOCIATES, P.C. ARORA AND ASSOCIATES, P.C. PENSION PLAN |
LAWRENCEVILLE NJ |
| 115 |
| $38.8M |
| $911K |
| 4 | FUTUREFUEL CHEMICAL COMPANY FUTUREFUEL CHEMICAL COMPANY 401(K) PLAN | BATESVILLE AR | 518 | $69.8M | $548K |
| 5 | FOWLER HOLDING COMPANY, INC. FOWLER HOLDING COMPANY, INC. 401(K) PLAN | NORMAN OK | 530 | $20.3M | $284K |
| 6 | SEVAN MULTI-SITE SOLUTIONS, INC. SEVAN MULTI-SITE SOLUTIONS, INC. 401(K) PLAN | DOWNERS GROVE IL | 312 | $33.9M | $196K |
| 7 | WESTERN MARYLAND HEALTH CARE CORPORATION MOUNTAIN LAUREL MEDICAL CENTER 403(B) PLAN | OAKLAND MD | 121 | $5.9M | $155K |
| 8 | BURK ROYALTY CO., LTD. BURK ROYALTY CO. , LTD 401(K) PLAN | WICHITA FALLS TX | 293 | $23.5M | $30K |
| 9 | S & A HOMES, INC. S & A HOMES AND AFFILIATES PROFIT SHARING AND 401(K) PLAN | STATE COLLEGE PA | 183 | $25.0M | $5K |
