Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds 2020 Target Date N/R in their Schedule of Assets, totaling $7.1M 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 | ANDREWS DISTRIBUTING COMPANY OF NORTH TEXAS, LLC ANDREWS DISTRIBUTING COMPANY 401(K) PLAN | DALLAS TX | 1,888 | $110.0M | $4.3M |
| 2 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 964 | $88.6M | $2.6M |
| 3 | BRSI, LP BENEFIT RECOVERY 401(K) PLAN |
HOUSTON TX |
| 154 |
| $6.8M |
| $83K |
| 4 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $19K |
| 5 | STATE OF THE ART, INC. STATE OF THE ART, INC. MONEY PURCHASE PENSION PLAN | STATE COLLEGE PA | 112 | $24.2M | $17K |
| 6 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN | PITTSBURGH PA | 119 | $7.1M | $11K |
