Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 72 U.S. retirement plans report holding American Funds American Funds 2020 Target Date Retirement Fund # in their Schedule of Assets, totaling $57.0M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $5.2M |
| 2 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $4.8M |
| 3 | X-FAB TEXAS, INC. X-FAB TEXAS, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN |
LUBBOCK TX |
| 463 |
| $48.5M |
| $3.8M |
| 4 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $3.4M |
| 5 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $3.1M |
| 6 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $2.5M |
| 7 | JENNIE STUART MEDICAL CENTER JENNIE STUART MEDICAL CENTER 403(B) PLAN | HOPKINSVILLE KY | 1,141 | $40.9M | $2.3M |
| 8 | PRECISION FABRICS GROUP, INC. PRECISION FABRICS GROUP, INC. 401(K) PLAN | GREENSBORO NC | 475 | $37.7M | $2.2M |
| 9 | TRI-WEST, LTD. TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 325 | $63.8M | $1.9M |
| 10 | THE RELIABLE AUTOMATIC SPRINKLER CO. THE RELIABLE AUTOMATIC SPRINKLER CO. INC. 401(K) PLAN | LIBERTY SC | 1,097 | $95.6M | $1.9M |
