Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Yourpath American Funds 2020 Conservative in their Schedule of Assets, totaling $134K 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 | LONG ISLAND SELECT HEALTHCARE, INC. LONG ISLAND SELECT HEALTHCARE RETIREMENT PLAN | CENTRAL ISLIP NY | 147 | $4.6M | $99K |
| 2 | TEXAS BANK TEXAS BANK 401(K) PLAN | BROWNWOOD TX | 324 | $22.8M | $35K |
