Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Retirement Fund R6 in their Schedule of Assets, totaling $14.1M 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 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $4.7M |
| 2 | DIODES INCORPORATED DIODES INCORPORATED 401(K) PLAN AND TRUST | PLANO TX | 420 | $127.5M | $3.6M |
| 3 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R |
FORT MYERS FL |
| 1,075 |
| $47.4M |
| $1.6M |
| 4 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $1.1M |
| 5 | TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK MD | 155 | $9.1M | $819K |
| 6 | PRIMECARE COMMUNITY HEALTH, INC. PRIMECARE COMMUNITY HEALTH, INC. EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 240 | $9.3M | $594K |
| 7 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $435K |
| 8 | ROCKFORD CORPORATION ROCKFORD CORPORATION 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 108 | $21.9M | $313K |
| 9 | MEDEANALYTICS, INC. MEDEANALYTICS 401(K) PLAN | RICHARDSON TX | 211 | $35.0M | $295K |
| 10 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $214K |
