Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Retire R6 in their Schedule of Assets, totaling $40.6M 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 | WHITE PLAINS HOSPITAL MEDICAL CENTER WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM | WHITE PLAINS NY | 5,180 | $627.5M | $29.1M |
| 2 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN | KANSAS CITY MO | 1,509 | $301.8M | $2.1M |
| 3 | PARK PLACE TECHNOLOGIES, LLC |
HIGHLAND HEIGHTS OH |
| 1,430 |
| $152.6M |
| $2.1M |
| 4 | EAGLE PHYSICIANS AND ASSOCIATES, P.A EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN | GREENSBORO NC | 377 | $82.4M | $1.4M |
| 5 | KELLER TECHNOLOGY CORPORATION THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN | BUFFALO NY | 152 | $49.4M | $1.3M |
| 6 | THE CENTERS FOR FAMILIES AND CHILDREN THE CENTERS FOR FAMILIES AND CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN | CLEVELAND OH | 638 | $25.6M | $1.1M |
| 7 | MILWAUKEE CENTER FOR INDEPENDENCE, INC. MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN | MILWAUKEE WI | 761 | $24.8M | $1.0M |
| 8 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN | HOUSTON TX | 400 | $37.5M | $516K |
| 9 | FASTENING SOLUTIONS, INC. FASTENING SOLUTIONS, INC. EMPLOYEE RETIREMENT PLAN | MONTGOMERY AL | 149 | $25.2M | $473K |
| 10 | FUCCILLO AUTOMOTIVE GROUP, INC. FUCCILLO AUTOMOTIVE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | ADAMS NY | 50 | $10.3M | $468K |
