Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 88 U.S. retirement plans report holding American funds 2020 TRGT Date Retire R6 in their Schedule of Assets, totaling $54.5M 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 | A&E TELEVISION NETWORKS, LLC A&E TELEVISION NETWORKS, LLC 401(K) PLAN | NEW YORK NY | 1,387 | $399.2M | $7.2M |
| 2 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $6.7M |
| 3 | CRETE MECHANICAL GROUP, INC. CRETE MECHANICAL GROUP, INC. 401(K) PLAN |
CHARLOTTE NC |
| 1,363 |
| $116.3M |
| $4.4M |
| 4 | REALTRUCK GROUP, INC. REALTRUCK RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 4,169 | $143.9M | $2.8M |
| 5 | MCC, INC. MCC, INC. 401(K) PROFIT SHARING PLAN | APPLETON WI | 379 | $40.1M | $2.0M |
| 6 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $1.9M |
| 7 | INTEGRATED SUPPLY NETWORK, LLC INTEGRATED SUPPLY NETWORK RETIREMENT PLAN | LAKELAND FL | 403 | $26.6M | $1.7M |
| 8 | PLUMBERS' SUPPLY COMPANY PLUMBERS' SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | NEW BEDFORD MA | 289 | $46.1M | $1.6M |
| 9 | STERLING PRODUCTS, INC. STERLING PRODUCTS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NEW BERLIN WI | 274 | $40.7M | $1.5M |
| 10 | INTERNATIONAL SERVICES, INC. INTERNATIONAL SERVICES, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 623 | $32.2M | $1.5M |