Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Group Companies American Funds 2020 Target Date N/R in their Schedule of Assets, totaling $805K 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 | MODE TRANSPORTATION, LLC MODE TRANSPORTATION 401(K) PLAN | DALLAS TX | 634 | $35.3M | $785K |
| 2 | PEI WEI ASIAN DINER, LLC PEI WEI 401(K) PLAN | IRVING TX | 1,392 | $4.7M | $20K |
