Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds Af Trgt Date 2020 R6 - in their Schedule of Assets, totaling $64.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $26.0M |
| 2 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN | AUSTIN TX | 2,280 | $651.7M | $5.4M |
| 3 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN |
SHELBYVILLE TN |
| 2,290 |
| $218.5M |
| $4.5M |
| 4 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $4.4M |
| 5 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES | OAK RIDGE TN | 1,093 | $56.3M | $3.7M |
| 6 | THE GAS COMPANY, LLC TGC 401(K) PLAN | HONOLULU HI | 363 | $64.8M | $2.7M |
| 7 | WEISIGER GROUP INC WEISIGER GROUP 401(K) PLAN | CHARLOTTE NC | 2,290 | $166.9M | $2.5M |
| 8 | IOVINO ENTERPRISES, LLC IOVINO ENTERPRISES, LLC 401(K) PLAN | GREAT NECK NY | 401 | $50.0M | $1.9M |
| 9 | MCCONNELL & JONES LLP MCCONNELL & JONES LLP 401(K) PLAN | HOUSTON TX | 177 | $14.7M | $1.6M |
| 10 | NEWPOINT HOLDINGS JV LLC NEWPOINT HOLDINGS JV LLC 401K PLAN | PLANO TX | 237 | $26.3M | $1.4M |
