Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Fund R6 - in their Schedule of Assets, totaling $37.6M 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 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $7.4M |
| 2 | KING'S DAUGHTERS MEDICAL CENTER KING'S DAUGHTERS' MEDICAL CENTER MATCHING CONTRIBUTION PLAN | ASHLAND KY | 5,058 | $180.4M | $6.0M |
| 3 | KING'S DAUGHTERS MEDICAL CENTER |
ASHLAND KY |
| 3,324 |
| $81.5M |
| $3.1M |
| 4 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $2.9M |
| 5 | WARRENTON OIL COMPANY, INC. WARRENTON OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN | TRUESDALE MO | 500 | $17.8M | $2.8M |
| 6 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN | ALEXANDRIA VA | 767 | $76.8M | $2.0M |
| 7 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $2.0M |
| 8 | PERFECTION SERVO HYDRAULICS, INC. PERFECTION SERVO HYDRAULICS, INC. 401(K) AND PROFIT SHARING PLAN | BATAVIA IL | 107 | $19.3M | $1.4M |
| 9 | GENESIS MEDICAL ASSOCIATES, INC. GENESIS MEDICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 251 | $49.5M | $1.2M |
| 10 | WARFEL CONSTRUCTION COMPANY WARFEL CONSTRUCTION COMPANY PROFIT SHARING PLAN | EAST PETERSBURG PA | 262 | $18.5M | $1.1M |
