Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Fund -- in their Schedule of Assets, totaling $20.9M 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 | TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUND PLUMBERS AND STEAMFITTERS LOCAL 440 DEFINED CONTRIBUTION PLAN | LAFAYETTE IN | 3,535 | $198.2M | $6.2M |
| 2 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $2.9M |
| 3 | ZOTEC PARTNERS, LLC |
CARMEL IN |
| 1,005 |
| $103.6M |
| $2.1M |
| 4 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $2.1M |
| 5 | MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO IL | 103 | $30.7M | $1.8M |
| 6 | HARRELL'S, LLC HARRELL'S 401(K) & PROFIT SHARING PLAN | LAKELAND FL | 476 | $61.9M | $1.0M |
| 7 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $921K |
| 8 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $789K |
| 9 | BANK OF SPRINGFIELD BANK OF SPRINGFIELD 401(K) PROFIT SHARING PLAN | SPRINGFIELD IL | 302 | $38.2M | $504K |
| 10 | THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE TX | 133 | $10.1M | $460K |
