Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Service Company Am Fds 2020 Trgt Dte Rtm R6 Fd in their Schedule of Assets, totaling $7.4M 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 | FISKARS BRANDS, INC. FISKARS GROUP 401(K) RETIREMENT SAVINGS PLAN | MIDDLETON WI | 441 | $122.2M | $4.8M |
| 2 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $1.1M |
| 3 | KOLLECTIVE MANAGEMENT SERVICES, LLC |
EDISON NJ |
| 575 |
| $34.5M |
| $685K |
| 4 | BULLFROG INTERNATIONAL, L.C. BULL FROG INTERNATIONAL, L.C. 401(K) PLAN | HERRIMAN UT | 529 | $11.2M | $305K |
| 5 | WM. B. MORSE LUMBER CO. WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 114 | $15.5M | $227K |
| 6 | GRIFFITH COMPANY GRIFFITH COMPANY SAVINGS PLAN | BREA CA | 276 | $15.3M | $201K |
| 7 | PLAINS COMMERCE BANK PLAINS COMMERCE BANK RETIREMENT PLAN | SIOUX FALLS SD | 447 | $37.8M | $108K |
