Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Retirement Class R6 in their Schedule of Assets, totaling $16.1M 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 | NANA REGIONAL CORPORATION, INC. NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN | ANCHORAGE AK | 2,963 | $199.4M | $8.0M |
| 2 | NISHIKAWA COOPER LLC NISHIKAWA COOPER LLC RETIREMENT PLAN | TOPEKA IN | 1,102 | $64.8M | $3.5M |
| 3 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN |
JOPLIN MO |
| 4,778 |
| $213.3M |
| $1.5M |
| 4 | NORTHWOOD INVESTORS LLC NORTHWOOD 401(K) SAVINGS PLAN | DENVER CO | 3,739 | $74.1M | $1.3M |
| 5 | AJAX BUILDING COMPANY, LLC AJAX BUILDING COMPANY 401(K) PLAN | MIDWAY FL | 260 | $20.1M | $972K |
| 6 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 236 | $16.6M | $472K |
| 7 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $413K |
