Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date 2020 Mutual Fund N/A in their Schedule of Assets, totaling $829K 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 | OFTEDAL CONSTRUCTION, INC. OFTEDAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | MILES CITY MT | 156 | $12.6M | $457K |
| 2 | WESTERN STATES LODGING & MANAGEMENT L.C. WESTERN STATES LODGING EMPLOYEE SAVINGS PLAN | SOUTH JORDAN UT | 5,174 | $22.7M | $283K |
| 3 | MAJOR DRILLING AMERICA, INC. |
SALT LAKE CITY UT |
| 431 |
| $31.6M |
| $89K |
