Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds 2020 Target Date R6 N/R in their Schedule of Assets, totaling $2.5M 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 | CHELSEA JEWISH LIFECARE, INC. LEGACY LIFECARE 403(B) PLAN | CHELSEA MA | 1,779 | $36.8M | $1.3M |
| 2 | ALTAIR GLOBAL SERVICES, LLC DBA ALTAIR GLOBAL RELO ALTAIR 401(K) PLAN | PLANO TX | 306 | $39.0M | $628K |
| 3 | SCHOLARSHIP AMERICA INC. SCHOLARSHIP AMERICA 403(B) RETIREMENT PLAN |
MINNEAPOLIS MN |
| 192 |
| $9.6M |
| $340K |
| 4 | TRAVEL NURSE ACROSS AMERICA, LLC TRAVEL NURSE ACROSS AMERICA 401(K) PLAN | NORTH LITTLE ROCK AR | 2,457 | $32.4M | $216K |
