Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2020 Trgt Date Retire Mutual fund in their Schedule of Assets, totaling $4.6M 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 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $3.3M |
| 2 | JES TECH JES TECH 401(K) PLAN | HOUSTON TX | 229 | $12.6M | $1.1M |
| 3 | HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE GODDARD HOUSE RETIREMENT PLAN |
BROOKLINE MA |
| 131 |
| $1.7M |
| $144K |
| 4 | IMMANUEL LUTHERAN CORPORATION IMMANUEL LUTHERAN 401(K) PLAN | KALISPELL MT | 0 | $0 | $33K |
| 5 | MANHATTAN RETIREMENT FOUNDATION, IN MEADOWLARK HILLS EMPLOYEES SAVINGS TRUST | MANHATTAN KS | 335 | $7.5M | $25K |
| 6 | CCK AUTOMATIONS, LLC CCK AUTOMATIONS LLC 401(K) RETIREMENT PLAN | JACKSONVILLE IL | 214 | $5.4M | $15K |
