Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds AF TRGT DATE 2020 R6 N/R in their Schedule of Assets, totaling $1.6M 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 | EDPO, LLC EDPO, LLC EMPLOYEES SAVINGS TRUST | CHICAGO IL | 795 | $30.4M | $1.3M |
| 2 | SYNOPTEK, LLC SYNOPTEK, LLC 401(K) & PROFIT SHARING PLAN | IRVINE CA | 401 | $34.2M | $134K |
| 3 | BAY WEST LLC BAY WEST 401(K) PLAN | SAINT PAUL MN |
| 233 |
| $23.6M |
| $98K |
| 4 | OXFORD PROPERTY MANAGEMENT OXFORD PROPERTY MANAGEMENT 401(K) PLAN | ANN ARBOR MI | 97 | $6.0M | $69K |
