Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Fund R4 in their Schedule of Assets, totaling $9.9M 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 | GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA RETIREMENT SAVINGS AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 108 | $32.2M | $4.8M |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $2.2M |
| 3 | E. GLUCK CORPORATION |
LITTLE NECK NY |
| 204 |
| $17.6M |
| $701K |
| 4 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $673K |
| 5 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $593K |
| 6 | TRIAD METALS TRIAD METALS 401(K) SAVINGS PLAN | PITTSBURGH PA | 239 | $38.0M | $247K |
| 7 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $226K |
| 8 | NICKLE ELECTRICAL COMPANIES NICKLE ELECTRICAL COMPANIES 401(K) PLAN | NEWARK DE | 196 | $15.2M | $226K |
| 9 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN | CORINTH TX | 182 | $31.5M | $223K |
