Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Target Date Retirement 2020 Fund " in their Schedule of Assets, totaling $18.3M 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 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | TULSA OK | 3,732 | $639.0M | $7.0M |
| 2 | CENTURION INDUSTRIES, INC. CENTURION INDUSTRIES, INC. 401(K) PLAN | GARRETT IN | 1,393 | $60.2M | $4.9M |
| 3 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN |
PACIFIC PALISADES CA |
| 3,228 |
| $121.4M |
| $3.3M |
| 4 | AMERICAN LABELMARK COMPANY AMERICAN LABELMARK COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 209 | $27.3M | $742K |
| 5 | WESLEY WILLOWS WESLEY WILLOWS RETIREMENT PLAN | ROCKFORD IL | 342 | $6.0M | $582K |
| 6 | CLARION EVENTS, INC. CLARION EVENTS, INC. 401(K) PLAN | TULSA OK | 297 | $37.0M | $575K |
| 7 | CAPITAL INVESTMENTS & VENTURES CORP PADI SAVINGS AND INVESTMENT PLAN | RANCHO SANTA MARGARITA CA | 182 | $43.8M | $536K |
| 8 | EXCELERATE ENERGY LP EXCELERATE ENERGY RETIREMENT INCOME PLAN | THE WOODLANDS TX | 138 | $20.9M | $339K |
| 9 | HARDING MAZZOTTI, LLP HARDING MAZZOTTI, LLP PROFIT SHARING PLAN | ALBANY NY | 122 | $36.4M | $135K |
| 10 | BLITT AND GAINES, P.C. BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST | VERNON HILLS IL | 245 | $14.5M | $106K |
