Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2020 Target Retirement Mututal Fund in their Schedule of Assets, totaling $7.2M 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 | ASSOCIATED WHOLESALE GROCERS, INC. AWG, INC RESTATED 401(K) PLAN | KANSAS CITY KS | 2,764 | $311.1M | $6.6M |
| 2 | ASSOCIATED WHOLESALE GROCERS, INC. AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN | KANSAS CITY KS | 288 | $11.5M | $498K |
| 3 | DGS-ACQUISITIONS LLC DGS-ACQUISITIONS, LLC 401(K) PLAN |
KANSAS CITY KS |
| 122 |
| $3.5M |
| $103K |
