Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds Target date 2020 R6 Mutual Fund in their Schedule of Assets, totaling $56.4M 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 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN | WILTON CT | 493 | $112.6M | $12.5M |
| 2 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $10.7M |
| 3 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 1,966 |
| $592.5M |
| $4.7M |
| 4 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | EAST WALPOLE MA | 590 | $120.0M | $3.6M |
| 5 | MGIC INVESTMENT CORPORATION MGIC PROFIT SHARING AND SAVINGS PLAN | MILWAUKEE WI | 570 | $344.7M | $3.1M |
| 6 | ROTATING MACHINERY SERVICES, INC. ROTATING MACHINERY SERVICES, INC. 401(K) P/S PLAN | BETHLEHEM PA | 433 | $37.2M | $2.9M |
| 7 | STAFFMARK GROUP LLC STAFFMARK GROUP LLC RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES | CINCINNATI OH | 0 | $56.7M | $2.1M |
| 8 | V.J. TECHNOLOGIES, INC. V. J. TECHNOLOGIES 401(K) PLAN | BOHEMIA NY | 154 | $21.9M | $2.1M |
| 9 | MAJOR LEAGUE SOCCER LLC MAJOR LEAGUE SOCCER 401(K) PLAN | NEW YORK NY | 1,158 | $176.7M | $1.9M |
| 10 | GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING PA | 860 | $52.0M | $1.9M |
