Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2020 Trgt Date Retire R6 American Funds 2020 Trgt Date Retire in their Schedule of Assets, totaling $3.4M 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 | FOREST CITY TECHNOLOGIES, INC. FOREST CITY TECHNOLOGIES, INC. SAVINGS AND INVESTMENT PLAN | WELLINGTON OH | 518 | $32.3M | $1.7M |
| 2 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN | SUPERIOR WI | 478 | $52.8M | $871K |
| 3 | HOLZ MOTORS, INC. HOLZ MOTORS, INC. MASTER TRUST |
HALES CORNERS WI |
| — |
| $15.5M |
| $701K |
| 4 | VALLEY STREAM PAYROLL CORP. VALLEY STREAM PAYROLL CORP. 401K PLAN | VALLEY STREAM NY | 215 | $23.8M | $168K |
