Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds 2020 Trgt Date Retire R6 Mutual fund n/a in their Schedule of Assets, totaling $4.7M 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 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $1.4M |
| 2 | LOS ANGELES COUNTY FAIR ASSOCIATION LOS ANGELES COUNTY FAIR ASSOCIATION 401(K) PROFIT SHARING PLAN | POMONA CA | 261 | $11.8M | $1.2M |
| 3 | LIGHT WAVE DENTAL MANAGEMENT, LLC |
WOODBRIDGE VA |
| 1,736 |
| $53.7M |
| $635K |
| 4 | DELAWARE NATION ECONOMIC DEVELOPMENT AUTHORITY DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 1,483 | $38.9M | $589K |
| 5 | IMAGETREND, LLC IMAGETREND, LLC 401(K) RETIREMENT PLAN | EAGAN MN | 339 | $30.2M | $322K |
| 6 | AMAX ENGINEERING CORPORATION AMAX PROFIT SHARING 401(K) PLAN | FREMONT CA | 136 | $25.7M | $184K |
| 7 | GARY AMOTH TRUCKING, INC. GARY AMOTH TRUCKING, INC. 401(K) PLAN | TWIN FALLS ID | 190 | $6.5M | $174K |
| 8 | THE KOEHLER ORGANIZATION THE KOEHLER ORGANIZATION 401(K) PLAN | ABERDEEN SD | 483 | $8.5M | $95K |
| 9 | CAMPBELL BEWLEY, INC. BEWLEY'S USA SAVINGS PLAN | BILLERICA MA | 232 | $4.1M | $84K |
| 10 | KORBER PHARMA, INC. KORBER PHARMA, INC. SAVINGS PLAN | FARGO ND | 192 | $18.6M | $37K |
