Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2020 Trgt Date Retire R3 in their Schedule of Assets, totaling $1.4M 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 | NORTHERN MANHATTAN IMPROVEMENT CORPORATION SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHERN MANHATTAN IMPROVEMENT CORPORATION | NEW YORK NY | 135 | $15.3M | $1.4M |
| 2 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $559 |
