Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Retirement in their Schedule of Assets, totaling $27.6M 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 | BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON VA | 2,122 | $164.7M | $12.1M |
| 2 | SADDLE CREEK CORPORATION DBA SADDLE CREEK LOGISTICS SADDLE CREEK CORPORATION RETIREMENT SAVINGS PLAN | LAKELAND FL | 4,568 | $155.5M | $5.7M |
| 3 | MORRIS GROUP, INC. |
WINDSOR CT |
| 1,057 |
| $146.5M |
| $1.9M |
| 4 | ELEVATE PFS HOLDINGS INC ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING TX | 2,454 | $56.3M | $1.3M |
| 5 | ROSCOE MOSS MANUFACTURING COMPANY ROSCOE MOSS COMPANY PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 110 | $44.1M | $1.2M |
| 6 | ARMORWORKS ENTERPRISES, INC. ARMORWORKS RETIREMENT SAVINGS PLAN | CHANDLER AZ | 416 | $13.7M | $1.2M |
| 7 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN | SHEBOYGAN FALLS WI | 385 | $107.6M | $744K |
| 8 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN | HOUSTON TX | 339 | $93.4M | $675K |
| 9 | SQUARE-H BRANDS, INC. SQUARE-H BRANDS, INC. 401(K) PLAN | VERNON CA | 191 | $7.0M | $497K |
| 10 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $489K |
