Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Amer Funds 2020 Target Date Ret (R6) in their Schedule of Assets, totaling $2.5M 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 | BARNEY TRUCKING, INC. RETIREMENT INCOME SECURITY PLAN-BARNEY TRUCKING | SALINA UT | 642 | $18.3M | $2.1M |
| 2 | NIGHTINGALE COLLEGE, LLC RETIREMENT INCOME SECURITY PLAN-NIGHTINGALE COLLEGE, LLC | SALT LAKE CITY UT | 697 | $8.5M | $225K |
| 3 | IMPACT HEALTHCARE, LLC |
LEHI UT |
| 883 |
| $5.6M |
| $194K |
| 4 | FLINT HILLS HEALTHCARE SERVICE, INC RETIREMENT INCOME SECURITY PLAN-INTERIM HEALTHCARE OF TOPEKA | TOPEKA KS | 91 | $828K | $16K |
| 5 | LEXIMA LLC RETIREMENT INCOME SECURITY PLAN-LEXIMA LLC | WICHITA KS | 345 | $393K | $8K |