Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2020 Trgt Date Retire R6 Mutual funds N/A 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 | GEMINI INDUSTRIES, INC. GEMINI INDUSTRIES, INC. PROFIT SHARING PLAN | EL RENO OK | 157 | $92.1M | $654K |
| 2 | JMAC, INC. JMAC, INC. 401(K) PLAN | COLUMBUS OH | 543 | $45.5M | $487K |
| 3 | BRAINTREE GROUP, LLC THE 401(K) GROUP PLAN | BOISE |
| 569 |
| $4.9M |
| $169K |
| 4 | THOMPSON HOLDINGS, INC. THOMPSON HOLDINGS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | MOBILE AL | 518 | $117.4M | $27K |
| 5 | AGGIETECH INVESTMENTS INC AGGIETECH INVESTMENTS INC 401K PLAN | MIDLAND TX | 127 | $5.0M | $25K |
