Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 126 U.S. retirement plans report holding American Funds Trgt Date Ret 2020 R6 American Funds 0 in their Schedule of Assets, totaling $53.5M 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 | FRES-CO SYSTEM USA INC. FRES-CO SYSTEM USA, INC. RETIREMENT SAVINGS PLAN | TELFORD PA | 380 | $55.5M | $3.6M |
| 2 | PARKER, HUDSON, RAINER & DOBBS, LLP PARKER, HUDSON, RAINER & DOBBS LLP SAVINGS INCENTIVE AND SALARY DEFERRAL PLAN | ATLANTA GA | 83 | $40.3M | $3.0M |
| 3 | AMERIJET INTERNATIONAL, INC. |
MIAMI FL |
| 678 |
| $22.6M |
| $2.8M |
| 4 | ERVIN INDUSTRIES, INC. ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN | ANN ARBOR MI | 156 | $52.0M | $2.5M |
| 5 | PARKER MCCAY P.A. PARKER MCCAY, P.A. SAVINGS PLAN | MOUNT LAUREL NJ | 107 | $44.7M | $2.2M |
| 6 | LA POSADA AT PARK CENTRE, INC. LA POSADA EMPLOYEE SAVINGS AND RETIREMENT PLAN | GREEN VALLEY AZ | 536 | $21.0M | $2.0M |
| 7 | BBS AUTOMATION CHICAGO, INC. BBS AUTOMATION CHICAGO 401(K) PLAN | BARTLETT IL | 94 | $15.3M | $1.9M |
| 8 | ENGINEERS CONSTRUCTION, INC. ENGINEERS CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN | WILLISTON VT | 203 | $22.1M | $1.6M |
| 9 | SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN | SHOW LOW AZ | 1,244 | $56.3M | $1.4M |
| 10 | BONNER GENERAL HOSPITAL, INC. BONNER GENERAL HOSPITAL 403(B) PLAN | SANDPOINT ID | 456 | $24.0M | $1.4M |
