Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2020 Target Retirement R6 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 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $4.4M |
| 2 | KAY AND ASSOCIATES, INC. KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | BUFFALO GROVE IL | 1,368 | $23.1M | $1.3M |
| 3 | CENTERSTONE OF AMERICA, INC. |
NASHVILLE TN |
| 4,133 |
| $120.6M |
| $662K |
| 4 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN | WASHINGTON DC | 265 | $45.7M | $596K |
| 5 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 401(K) RETIREMENT PLAN | NASHVILLE TN | 291 | $13.4M | $160K |
| 6 | ASSOCIATES IN NEPHROLOGY, S.C. ASSOCIATES IN NEPHROLOGY, S.C. 401(K) PLAN | CHICAGO IL | 144 | $75.4M | $21K |
