Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Retirement Fund N/A in their Schedule of Assets, totaling $1.5M 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 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $624K |
| 2 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $334K |
| 3 | ATS OPERATING, LLC AMERICA'S THRIFT STORE 401(K) RETIREMENT PLAN |
BIRMINGHAM AL |
| 1,276 |
| $3.8M |
| $260K |
| 4 | PRUETT'S FOOD, INC. PRUETT'S FOOD 401(K) PLAN | BROKEN BOW OK | 494 | $11.8M | $179K |
| 5 | TECHNIKS HOLDING, LLC TECHNIKS, LLC 401(K) PLAN | INDIANAPOLIS IN | 81 | $8.9M | $75K |
| 6 | SUNDOWN M RANCH CORPORATION SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT PLAN | SELAH WA | 115 | $3.9M | $32K |
