Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $16.4M 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 | PREMIER PHYSICIANS CENTERS, INC. PREMIER PHYSICIANS CENTERS 401(K) RETIREMENT PLAN | WESTLAKE OH | 254 | $37.4M | $2.8M |
| 2 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $2.0M |
| 3 | SECURITY INDUSTRY SPECIALISTS, INC. |
CULVER CITY CA |
| 2,525 |
| $56.7M |
| $2.0M |
| 4 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $1.8M |
| 5 | NOCO ENERGY CORP NOCO RETIREMENT PLAN | TONAWANDA NY | 456 | $44.2M | $1.2M |
| 6 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | CHICAGO IL | 298 | $90.9M | $1.1M |
| 7 | CSI ELECTRICAL CONTRACTORS, INC. CSI ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 283 | $43.6M | $959K |
| 8 | PARKVIEW ORTHOPAEDIC GROUP, S.C. PARKVIEW ORTHOPAEDIC GROUP, S.C. PROFIT SHARING PLAN AND TRUST | PALOS HEIGHTS IL | 105 | $28.9M | $693K |
| 9 | SYLVAN FOODS, INC. 401(K) PLAN FOR SYLVAN FOODS, INC. | KITTANNING PA | 145 | $7.6M | $677K |
| 10 | CHILD DEVELOPMENT SCHOOLS, INC. DBA CHILDCARE NETW CHILD DEVELOPMENT SCHOOLS, INC. 401(K) SAVINGS PLAN | COLUMBUS GA | 5,687 | $9.4M | $605K |
