Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2020 Trgt Date Retire R6 Mutual funds in their Schedule of Assets, totaling $5.9M 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 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $1.7M |
| 2 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | BALTIMORE MD | 136 | $17.5M | $1.2M |
| 3 | TIREHUB, LLC TIREHUB 401(K) PLAN |
DUNWOODY GA |
| 1,556 |
| $64.7M |
| $747K |
| 4 | MILESTONES BEHAVIORAL SERVICES, INC., DBA CONNECTICUT CENTER FOR CH MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | MILFORD CT | 152 | $7.6M | $721K |
| 5 | ORVEON GLOBAL US LLC ORVEON GLOBAL US LLC 401(K) PLAN | NEW YORK NY | 255 | $18.4M | $381K |
| 6 | WHITE MOUNTAIN APACHE TRIBE WHITE MOUNTAIN APACHE TRIBE ENTERPRISE 401(K) PLAN | WHITERIVER AZ | 490 | $4.4M | $341K |
| 7 | PROGRESSIVE DENTAL CONCEPTS, LLC PROGRESSIVE DENTAL CONCEPTS 401(K) SAVINGS PLAN | CAMP HILL PA | 177 | $7.3M | $307K |
| 8 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $221K |
| 9 | CHRISTOPHER MORGAN, LLC CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN | NEW BERLIN WI | 73 | $7.3M | $149K |
| 10 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY | 101 | $10.1M | $75K |
