Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds American Funds 2020 Target Date - in their Schedule of Assets, totaling $18.6M 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 | VERIS RESIDENTIAL, INC. VERIS RESIDENTIAL, INC. 401(K) SAVINGS/RETIREMENT PLAN | JERSEY CITY NJ | 185 | $58.5M | $3.0M |
| 2 | AMERICAN COUNCIL OF LIFE INSURERS ACLI INCOME PLAN | WASHINGTON DC | 108 | $118.0M | $2.7M |
| 3 | INCEPTION FERTILITY CORPORATE SERVICES, LLC INCEPTION FERTILITY 401(K) PLAN |
HOUSTON TX |
| 1,344 |
| $90.8M |
| $2.0M |
| 4 | ACOUSTI ENGINEERING COMPANY OF FLORIDA ACOUSTI ENGINEERING COMPANY OF FLORIDA 401(K) PLAN | ORLANDO FL | 534 | $33.0M | $1.6M |
| 5 | STEINMAN COMMUNICATIONS, INC. STEINMAN COMMUNICATIONS RETIREMENT SAVINGS PLAN | LANCASTER PA | 299 | $28.4M | $1.1M |
| 6 | STEINMAN COMMUNICATIONS, INC. STEINMAN COMMUNICATIONS RETIREMENT SAVINGS PLAN | LANCASTER PA | 166 | $27.0M | $1.1M |
| 7 | JSC FEDERAL CREDIT UNION JSC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 409 | $24.3M | $1.1M |
| 8 | ENERGY AIR, INC. ENERGY AIR, INC. 401(K) PLAN | ORLANDO FL | 300 | $7.1M | $1.1M |
| 9 | FRANCHISE WORLD HEADQUARTERS, LLC SUBWAY 401(K) SAVINGS PLAN | SHELTON CT | 788 | $133.3M | $893K |
| 10 | OLDENBURG GROUP INCORPORATED OLDENBURG GROUP INCORPORATED SAVINGS PLAN | GLENDALE WI | 78 | $19.5M | $814K |
