Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds Target Date Retirement 2020 R6 - in their Schedule of Assets, totaling $8.1M 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 | MID-CITY SUPPLY CO., INC. MID-CITY SUPPLY CO., INC. 401(K) PLAN | ELKHART IN | 135 | $17.0M | $2.3M |
| 2 | HOUSTON FEDERAL CREDIT UNION HFCU RETIREMENT PLAN | SUGAR LAND TX | 179 | $11.8M | $1.7M |
| 3 | CIT TRUCKS, LLC CIT TRUCKS RETIREMENT READINESS PLAN |
NORMAL IL |
| 893 |
| $56.5M |
| $1.5M |
| 4 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $584K |
| 5 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $482K |
| 6 | THE WORKPLACE, INC. THE WORKPLACE, INC. 401K RETIREMENT PLAN | BRIDGEPORT CT | 149 | $19.0M | $397K |
| 7 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $369K |
| 8 | BSB DESIGN, INC. BSB DESIGN, INC. 401(K) SAVINGS PLAN | WEST DES MOINES IA | 176 | $21.4M | $163K |
| 9 | WEST DEVELOPMENT LLC WEST DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | CARLSBAD CA | 237 | $8.8M | $134K |
| 10 | INDIGO SIGNWORKS, INC. INDIGO SIGNWORKS, INC. 401(K) PLAN | FARGO ND | 115 | $7.0M | $89K |
