Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds TRGT Date 2020 R6 Mutual funds in their Schedule of Assets, totaling $470K 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 | FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC. FIDELITY & GUARANTY LIFE 401(K) PLAN | DES MOINES IA | 1,341 | $177.2M | $385K |
| 2 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 447 | $80.4M | $52K |
| 3 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN |
BOSTON MA |
| 369 |
| $47.5M |
| $34K |
