Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Target Date 2020 Mutual fund in their Schedule of Assets, totaling $27.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $9.0M |
| 2 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE CT | 6,314 | $500.1M | $6.9M |
| 3 | MCBRIDE CLINIC, INC. |
OKLAHOMA CITY OK |
| 918 |
| $117.4M |
| $2.4M |
| 4 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $2.3M |
| 5 | EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON NJ | 362 | $45.1M | $1.7M |
| 6 | COMMUNICATIONS INTERNATIONAL, INC. COMMUNICATIONS INTERNATIONAL, INC. SALARY SAVINGS PLAN | VERO BEACH FL | 197 | $21.7M | $1.6M |
| 7 | FIRST ATLANTIC CORPORATION FIRST ATLANTIC CORPORATION 401(K) PLAN | SOUTH PORTLAND ME | 1,026 | $11.8M | $1.6M |
| 8 | PACIFIC SCIENCE CENTER PACIFIC SCIENCE CENTER RETIREMENT PLAN | SEATTLE WA | 162 | $6.6M | $788K |
| 9 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $422K |
| 10 | A&A TRUCKING, INC. A&A TRUCKING, INC. / GENERAL MATERIALS INC. 401(K) PLAN | OKLAHOMA CITY OK | 109 | $1.6M | $72K |
