Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Funds 2020 Target Date R6 - in their Schedule of Assets, totaling $8.2M 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 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $2.2M |
| 2 | BURGESS INFORMATION SYSTEMS INC. BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST | GAINESVILLE GA | 280 | $24.8M | $1.8M |
| 3 | VERSABILITY RESOURCES, INC. |
HAMPTON VA |
| 682 |
| $18.8M |
| $1.6M |
| 4 | TCPS, INC. TCPS, INC. 401(K) PLAN | LANHAM MD | 289 | $17.9M | $545K |
| 5 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $430K |
| 6 | MENNO HAVEN, INC. MENNO HAVEN, INC. 403(B) PLAN | CHAMBERSBURG PA | 262 | $19.7M | $425K |
| 7 | PILLARS COMMUNITY HEALTH PILLARS COMMUNITY HEALTH - NON-UNION PLAN | COUNTRYSIDE IL | 210 | $6.7M | $285K |
| 8 | ESPERANZA HEALTH SYSTEMS, LTD DBA LA HACIENDA TREATMENT CENTER ESPERANZA HEALTH SYSTEMS 401(K) PLAN | HUNT TX | 140 | $11.5M | $247K |
| 9 | SYNERGY INSPECTIONS, LLC SYNERGY INSPECTIONS LLC RETIREMENT PLAN | CANONSBURG PA | 60 | $2.4M | $224K |
| 10 | BAINBRIDGE COMMUNITIES MANAGEMENT, LLC BAINBRIDGE COMMUNITIES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | WELLINGTON FL | 450 | $9.9M | $196K |
