Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2020 Target R6 - in their Schedule of Assets, totaling $9.2M 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 | YASKAWA AMERICA, INC. YASKAWA AMERICA, INC. 401(K) PLAN | WAUKEGAN IL | 1,589 | $379.4M | $3.5M |
| 2 | UNIVERSITY HEALTH PHYSICIANS UNIVERSITY HEALTH PHYSICIANS 403(B) RETIREMENT PLAN | KANSAS CITY MO | 388 | $253.9M | $1.8M |
| 3 | THE ULVEN COMPANIES THE ULVEN COMPANIES 401(K) PLAN |
HUBBARD OR |
| 76 |
| $7.1M |
| $1.0M |
| 4 | IBEW LOCAL 712 PROFIT SHARING PLAN IBEW LOCAL 712 PROFIT SHARING PLAN | PITTSBURGH PA | 1,503 | $96.9M | $984K |
| 5 | BENTALLGREENOAK (U.S.), LIMITED PARTNERSHIP BENTALLGREENOAK (U.S.), LP 401(K) RETIREMENT PLAN | SEATTLE WA | 243 | $58.8M | $821K |
| 6 | HOSPICE OF WASHINGTON COUNTY, INC. 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. | HAGERSTOWN MD | 115 | $5.8M | $319K |
| 7 | NFA CORPORATION NFA CORPORATION 401(K) PROTECTION AND SAVINGS PLAN | CUMBERLAND RI | 186 | $11.4M | $275K |
| 8 | CLARINS USA, INC. CLARINS USA, INC. 401(K) PLAN | ORANGEBURG NY | 851 | $46.5M | $224K |
| 9 | EXACTECH, INC. EXACTECH, INC. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 557 | $70.0M | $166K |
| 10 | KOHN PEDERSEN FOX ASSOCIATES, P.C. KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 389 | $104.9M | $107K |
