Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Great Gray Trust American Funds 2020 in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $2.0M |
| 2 | HENDERSON STAMPING & PRODUCTION HENDERSON STAMPING & PRODUCTION, INC. PROFIT SHARING 401K PLAN | HENDERSON TN | 128 | $5.0M | $368K |
| 3 | ASTORG AUTO OF CHARLESTON ASTORG 401(K) RETIREMENT PLAN |
CHARLESTON WV |
| 336 |
| $17.4M |
| $221K |
| 4 | TRC ACQUISITION, LLC THE ROBERTS COMPANY 401(K) RETIREMENT PLAN | WINTERVILLE NC | 406 | $13.4M | $151K |
| 5 | WACOSA WACOSA 401(K) PROFIT SHARING PLAN | WAITE PARK MN | 122 | $3.6M | $132K |
| 6 | OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH WI | 190 | $31.9M | $55K |