Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Funds Target Date 2020 R6 - in their Schedule of Assets, totaling $29.7M 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 | PUBLIC BROADCASTING SERVICE PUBLIC BROADCASTING SERVICE DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 652 | $264.3M | $7.6M |
| 2 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 421 | $111.3M | $6.7M |
| 3 | MERRITT HOSPITALITY LLC |
NORWALK CT |
| 10,066 |
| $198.2M |
| $4.7M |
| 4 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 3,232 | $161.0M | $4.0M |
| 5 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $1.7M |
| 6 | THE OHIO AUTOMOBILE CLUB THE OHIO AUTOMOBILE CLUB EMPLOYEE SAVINGS PLAN | WORTHINGTON OH | 436 | $34.3M | $1.4M |
| 7 | KANSAS SURGERY & RECOVERY CENTER KANSAS SURGERY & RECOVERY CENTER 401(K) PLAN | WICHITA KS | 207 | $19.2M | $1.3M |
| 8 | GRACE INSPIRED MINISTRIES GRACE INSPIRED MINISTRIES 401K PLAN | TELFORD PA | 466 | $16.3M | $1.0M |
| 9 | REMINGTON HOTELS, LLC ASHFORD HOSPITALITY SERVICES 401(K) SAVINGS PLAN | DALLAS TX | 7,595 | $90.0M | $812K |
| 10 | ALLEN & OVERY, LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 297 | $45.2M | $238K |
