Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American funds American Fds 2020 Tar Ret R6 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 | WOODWARD ACADEMY, INC. WOODWARD ACADEMY RETIREMENT PLAN | COLLEGE PARK GA | 628 | $133.9M | $1.8M |
| 2 | THE CHANDLER SCHOOL THE CHANDLER SCHOOL DC RETIREMENT PLAN | PASADENA CA | 77 | $20.5M | $442K |
| 3 | CARE PLUS BERGEN, INC. 401(K) PLAN OF CARE PLUS BERGEN FOR UNION EMPLOYEES |
PARAMUS NJ |
| 1,876 |
| $78.0M |
| $256K |
| 4 | CARE PLUS BERGEN, INC. 401(K) PLAN OF CARE PLUS BERGEN FOR NON-UNION EMPLOYEES | PARAMUS NJ | 649 | $36.4M | $154K |
| 5 | SAGE HILL SCHOOL SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEWPORT COAST CA | 120 | $29.0M | $122K |
| 6 | AVERY COONLEY SCHOOL AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DOWNERS GROVE IL | 76 | $20.7M | $118K |
