Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.9M 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 | HEART OF TEXAS MEMORIAL HOSPITAL HEART OF TEXAS HEALTHCARE SYSTEM 403B PLAN | BRADY TX | 165 | $3.4M | $466K |
| 2 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $463K |
| 3 | CENTRAL INK CORPORATION CENTRAL INK 401K PLAN |
WEST CHICAGO IL |
| 130 |
| $11.4M |
| $287K |
| 4 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $277K |
| 5 | MERS/MISSOURI GOODWILL INDUSTRIES MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLAN | ST LOUIS MO | 1,318 | $13.8M | $222K |
| 6 | MERS/MISSOURI GOODWILL INDUSTRIES MERS/MISSOURI GOODWILL 403B PLAN | ST LOUIS MO | 1,924 | $10.0M | $220K |
| 7 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $196K |
| 8 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $167K |
| 9 | LUBE MANAGEMENT CORP. LUBE MANAGEMENT CORP 401K SAFE HARBOR RETIREMENT SAVINGS PLAN | SANDY UT | 269 | $11.1M | $149K |
| 10 | RANKEN JORDAN HOME FOR CONVALESCENT CRIPPLED CHILDREN RANKEN JORDAN EMPLOYEES 403B PLAN | MARYLAND HEIGHTS MO | 512 | $29.6M | $140K |
