Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2020 Trgt Dt Ret R6 Mutual fund in their Schedule of Assets, totaling $5.4M 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 | ED MITCHELL, INC. MITCHELLS EMPLOYEE SAVINGS & RETIREMENT PLAN | WESTPORT CT | 358 | $77.0M | $4.2M |
| 2 | DENALI WATER SOLUTIONS LLC DENALI RETIREMENT PLAN | RUSSELLVILLE AR | 1,172 | $49.8M | $885K |
| 3 | HANCOCK PHYSICIAN NETWORK, LLC HANCOCK PHYSICIAN NETWORK 403(B) PLAN |
GREENFIELD IN |
| 161 |
| $36.4M |
| $361K |
