Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Target Date 2020 # in their Schedule of Assets, totaling $11.3M 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 | STEEL WAREHOUSE COMPANY LLC STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLAN | SOUTH BEND IN | 1,585 | $128.3M | $4.3M |
| 2 | HOSPICE OF SPOKANE HOSPICE OF SPOKANE 403(B) PLAN | SPOKANE WA | 120 | $12.2M | $1.6M |
| 3 | AMERICAN RIVIERA BANK AMERICAN RIVIERA BANK 401(K) PROFIT SHARING PLAN AND TRUST |
SANTA BARBARA CA |
| 132 |
| $19.2M |
| $1.2M |
| 4 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $800K |
| 5 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $782K |
| 6 | PS LOGISTICS, LLC PS LOGISTICS 401(K) PLAN | BIRMINGHAM AL | 3,574 | $20.7M | $760K |
| 7 | FREEMAN WEBB COMPANY, REALTORS FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN | NASHVILLE TN | 610 | $22.3M | $647K |
| 8 | STEEL WAREHOUSE COMPANY LLC LOCK JOINT TUBE LLC HOURLY UNION EMPLOYEES' 401(K) PLAN AND TRUST | SOUTH BEND IN | 190 | $13.2M | $398K |
| 9 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $361K |
| 10 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $199K |
