Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Bank and Trust Co. AF 2020 Target Date Fund R5 in their Schedule of Assets, totaling $215K 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 | MAD RIVER COMMUNITY HOSPITAL MAD RIVER COMMUNITY HOSPITAL 401(K) PLAN | ARCATA CA | 393 | $14.1M | $215K |
