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 - in their Schedule of Assets, totaling $35.4M 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 | VALMET, INC. VALMET, INC. RETIREMENT SAVINGS PLAN | NORCROSS GA | 2,157 | $431.6M | $15.1M |
| 2 | PJTC HOLDINGS, INC. PJTC HOLDINGS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | PITTSBURGH PA | 670 | $320.2M | $7.4M |
| 3 | EVENING POST PUBLISHING, INC. EVENING POST PUBLISHING, INC. EMPLOYEE RETIREMENT PLAN |
CHARLESTON SC |
| 312 |
| $54.4M |
| $2.7M |
| 4 | NORTHWESTERN HEALTH SCIENCES UNIVERSITY NORTHWESTERN HEALTH SCIENCES UNIVERSITY DEFINED CONTRIBUTION PLAN | BLOOMINGTON MN | 232 | $41.5M | $1.9M |
| 5 | M.B. HAYNES CORPORATION M.B. HAYNES 401(K) PLAN | ASHEVILLE NC | 586 | $37.7M | $1.7M |
| 6 | MRA - THE MANAGEMENT ASSOCIATION, INC. MRA - THE MANAGEMENT ASSOCIATION, INC. 401K PLAN | WAUKESHA WI | 205 | $26.7M | $1.1M |
| 7 | DUNWOODY COLLEGE OF TECHNOLOGY DUNWOODY COLLEGE OF TECHNOLOGY EMPLOYEES' SAVINGS PLAN | MINNEAPOLIS MN | 331 | $23.3M | $1.1M |
| 8 | PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR ME | 782 | $41.9M | $807K |
| 9 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE RETIREMENT PLAN | MINNEAPOLIS MN | 228 | $31.0M | $676K |
| 10 | BHI SENIOR LIVING, INC. BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN | INDIANAPOLIS IN | 1,740 | $52.2M | $575K |
