Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding American Funds American Funds 2020 Trgt Date Retire R6 - 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $18.2M |
| 2 | ITOCHU INTERNATIONAL INC. ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN | NEW YORK NY | 390 | $175.8M | $4.7M |
| 3 | WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN |
WILMINGTON NC |
| 1,251 |
| $166.3M |
| $3.5M |
| 4 | GRANITE TELECOMMUNICATIONS, LLC GRANITE TELECOMMUNICATIONS 401(K) PLAN | QUINCY MA | 1,979 | $198.4M | $3.4M |
| 5 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $3.1M |
| 6 | WIRECRAFTERS, LLC WIRECRAFTERS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT | LOUISVILLE KY | 262 | $33.5M | $2.0M |
| 7 | SOAVE ENTERPRISES, LLC SOAVE ENTERPRISES L.L.C. SAVINGS AND PROFIT SHARING PLAN AND TRUST | DETROIT MI | 1,047 | $58.1M | $1.6M |
| 8 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $1.2M |
| 9 | AMIGOS DEVELOPMENT CORPORATION AMIGOS DEVELOPMENT CORPORATION 401(K) PLAN | NORCO CA | 1,530 | $23.2M | $1.2M |
| 10 | METAL POWDER PRODUCTS, LLC METAL POWDER PRODUCTS 401(K) PLAN | NOBLESVILLE IN | 529 | $29.9M | $985K |
