Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2020 Fund in their Schedule of Assets, totaling $375K 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 | CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 95 | $39.9M | $166K |
| 2 | HOMEWERKS WORLDWIDE LLC HOMEWERKS WORLDWIDE LLC 401(K) | LAKE BLUFF IL | 164 | $8.7M | $122K |
| 3 | SPECIALTY PROMOTIONS, INC. SPECIALTY PROMOTIONS, INC. RETIREMENT PLAN |
NILES IL |
| 307 |
| $20.2M |
| $87K |
