Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Trgt Date Ret 2020 R4 American Funds 0 in their Schedule of Assets, totaling $3.8M 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 | GREENLEAF CORPORATION GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN | SAEGERTOWN PA | 292 | $56.6M | $1.0M |
| 2 | PARADISE CRUISE, LTD. PARADISE CRUISE 401(K) PROFIT SHARING PLAN AND TRUST | HONOLULU HI | 170 | $8.5M | $723K |
| 3 | CHRISTIAN FINANCIAL CREDIT UNION |
STERLING HEIGHTS MI |
| 165 |
| $24.2M |
| $385K |
| 4 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $333K |
| 5 | LAKEVIEW HEALTH SERVICES, INC. LAKEVIEW HEALTH 401(K) PLAN | GENEVA NY | 133 | $5.5M | $216K |
| 6 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $210K |
| 7 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $193K |
| 8 | MICRO STRATEGIES, INC. MICRO STRATEGIES, INC 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 97 | $22.9M | $182K |
| 9 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $149K |
| 10 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $149K |
