Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds 2020 Trgt Date Retire R6 N/A in their Schedule of Assets, totaling $13.4M 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 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN | HARRISBURG PA | 7,231 | $521.1M | $10.6M |
| 2 | COBALT CREDIT UNION COBALT CREDIT UNION 401(K) PLAN | PAPILLION NE | 262 | $19.6M | $1.1M |
| 3 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 401(K) PLAN |
HARRISBURG PA |
| 1,089 |
| $80.6M |
| $750K |
| 4 | VANGUARD NATIONAL TRAILER CORPORATION VANGUARD NATIONAL TRAILER, INC. 401(K) SAVINGS PLAN | MONON IN | 588 | $15.7M | $478K |
| 5 | B & H CONSTRUCTION, LLC B & H CONSTRUCTION 401(K) PLAN | NORMAN OK | 441 | $15.6M | $346K |
| 6 | COATES FIELD SERVICE, INC. COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN | OKLAHOMA CITY OK | 210 | $15.1M | $73K |
