Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Trgtdt 2020 R6 Registered Investment Company in their Schedule of Assets, totaling $61.7M 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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $37.0M |
| 2 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $6.2M |
| 3 | MASONITE CORPORATION |
TAMPA FL |
| 4,516 |
| $324.4M |
| $4.8M |
| 4 | THE VERMONT COUNTRY STORE, INC. THE VERMONT COUNTRY STORE, INC. PROFIT SHARING PLAN | MANCHESTER CENTER VT | 338 | $38.8M | $2.8M |
| 5 | MAVERICK CAPITAL, LTD. MAVERICK CAPITAL, LTD. 401(K) PLAN | DALLAS TX | 96 | $124.6M | $1.8M |
| 6 | MAGID GLOVE & SAFETY MANUFACTURING COMPANY, LLC MAGID GLOVE AND SAFETY MANUFACTURING COMPANY, LLC 401(K) AND PROFIT SHARING PLAN | ROMEOVILLE IL | 715 | $60.1M | $1.7M |
| 7 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $1.6M |
| 8 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $1.6M |
| 9 | LOWEN CORPORATION LOWEN CORPORATION 401(K) PLAN | HUTCHINSON KS | 201 | $12.3M | $1.4M |
| 10 | ALTAMIRA MATERIAL SOLUTIONS, LP ALTAMIRA MATERIAL SOLUTIONS, LP RETIREMENT SAVINGS PLAN | HOUSTON TX | 212 | $17.0M | $704K |
