Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Target Date 2020 R6 Registered investment company in their Schedule of Assets, totaling $8.3M 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 | THE OREGON CLINIC, P.C. THE OREGON CLINIC, P.C. RETIREMENT PLAN | PORTLAND OR | 1,334 | $360.0M | $6.5M |
| 2 | SELECTRANSPORTATION RESOURCES, L.L.C. SELECTRANSPORTATION RESOURCES, L.L.C. RETIREMENT SAVINGS PLAN | HOUSTON TX | 540 | $45.2M | $1.2M |
| 3 | WARREN PAVING, INC. |
HATTIESBURG MS |
| 298 |
| $11.5M |
| $401K |
| 4 | CONSENSUS CLOUD SERVICES LLC CONSENSUS RETIREMENT PLAN | LOS ANGELES CA | 401 | $44.5M | $260K |
