Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds 2020 Trgt Date in their Schedule of Assets, totaling $2.2M 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 | CHAS ROBERTS AIR CONDITIONING, INC. CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN | PHOENIX AZ | 665 | $29.2M | $1.1M |
| 2 | VNS FEDERAL SERVICES, LLC VNS FEDERAL SERVICES, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN | PIKETON OH | 161 | $34.1M | $762K |
| 3 | DANIEL RP MANAGEMENT, LLC |
GREENSBORO GA |
| 888 |
| $29.5M |
| $263K |
| 4 | GREAT BASIN INDUSTRIAL GBI 401(K) PLAN | KAYSVILLE UT | 284 | $6.7M | $9K |
