Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Yourpath American Funds 2020 Moderate in their Schedule of Assets, totaling $651K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEXAS BANK TEXAS BANK 401(K) PLAN | BROWNWOOD TX | 324 | $22.8M | $329K |
| 2 | LONG ISLAND SELECT HEALTHCARE, INC. LONG ISLAND SELECT HEALTHCARE RETIREMENT PLAN | CENTRAL ISLIP NY | 147 | $4.6M | $245K |
| 3 | HABITAT FOR HUMANITY OF THE CHARLOTTE REGION HABITAT FOR HUMANITY RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 211 |
| $6.2M |
| $78K |
