Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2020 Trgt in their Schedule of Assets, totaling $1.1M 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 | DOWBUILT, INC. DOWBUILT, INC. 401(K) PLAN | SEATTLE WA | 420 | $33.8M | $670K |
| 2 | BATON ROUGE ORTHOPAEDIC CLINIC, LLC BATON ROUGE ORTHOPAEDIC CLINIC, LLC PROFIT SHARING PLAN AND TRUST | BATON ROUGE LA | 312 | $82.7M | $206K |
| 3 | GSG CONSULTANTS, INC. GSG CONSULTANTS, INC. 401(K) PLAN |
SCHAUMBURG IL |
| 264 |
| $18.0M |
| $184K |
