Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds 2020 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $17.5M 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 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $6.2M |
| 2 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $3.1M |
| 3 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN |
CLEARWATER FL |
| 2,391 |
| $101.7M |
| $1.9M |
| 4 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $1.8M |
| 5 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $1.5M |
| 6 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $1.0M |
| 7 | OAKLAND PAPER & SUPPLY, INC. COGENT SOLUTIONS AND SUPPLIES 401(K) PROFIT SHARING PLAN | RICHMOND CA | 141 | $17.8M | $399K |
| 8 | VITAL ENTERPRISES LLC VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 384 | $25.9M | $321K |
| 9 | TWIN OAKS JUVENILE DEVELOPMENT, INC. TWIN OAKS JUVENILE DEVELOPMENT, INC. 401(K) PLAN | TALLAHASSEE FL | 516 | $5.3M | $318K |
| 10 | PRESTIGE MANAGEMENT SERVICES, INC. PRESTIGE EMPLOYEES' 401(K) PLAN | MAHWAH NJ | 96 | $20.0M | $190K |
