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 Mutual fund - in their Schedule of Assets, totaling $99.3M 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 | BOSE CORPORATION BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN | FRAMINGHAM MA | 1,638 | $680.9M | $28.7M |
| 2 | COMMUNICATIONS TEST DESIGN, INC. COMMUNICATIONS TEST DESIGN, INC. 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 8,636 | $408.9M | $14.8M |
| 3 | HEARTHSIDE FOOD SOLUTIONS LLC |
DOWNERS GROVE IL |
| 8,997 |
| $280.1M |
| $8.5M |
| 4 | THE WENGER GROUP, INC. THE WENGER GROUP PROFIT SHARING PLAN | LANCASTER PA | 915 | $68.0M | $4.1M |
| 5 | PIEDMONT PLASTICS, INC. PIEDMONT PLASTICS 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 575 | $60.0M | $4.0M |
| 6 | PRYOR CASHMAN LLP PRYOR CASHMAN LLP RETIREMENT PLAN | NEW YORK NY | 248 | $160.6M | $3.3M |
| 7 | PEOPLETEC, INC. PEOPLETEC, INC. 401(K) PLAN | HUNTSVILLE AL | 617 | $83.3M | $2.3M |
| 8 | LPA, INC. LPA, INC. 401(K) SAVINGS PLAN | IRVINE CA | 494 | $79.5M | $2.3M |
| 9 | STAFFMARK INVESTMENT, LLC STAFFMARK/EMS 401(K) SAVINGS PLAN | CINCINNATI OH | 758 | $40.1M | $2.3M |
| 10 | TEXAS SPINE AND JOINT HOSPITAL, LLC TEXAS SPINE AND JOINT HOSPITAL 401(K) PROFIT SHARING PLAN | TYLER TX | 485 | $27.7M | $2.2M |
