Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds 2020 Trgt Date Retire R6 (i) in their Schedule of Assets, totaling $4.0M 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 | INNOVEX INTERNATIONAL, INC. INNOVEX INTERNATIONAL INC. 401(K) PLAN | HUMBLE TX | 908 | $63.5M | $3.0M |
| 2 | INNOVEX DOWNHOLE SOLUTIONS, INC. INNOVEX DOWNHOLE SOLUTIONS 401(K) PLAN | HUMBLE TX | 908 | $32.3M | $1.0M |
