Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock Life Insurance Company American Funds 2020 TD in their Schedule of Assets, totaling $1.2M 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 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 345 | $11.2M | $504K |
| 2 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 547 | $24.2M | $436K |
| 3 | LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A. |
PENSACOLA FL |
| 172 |
| $32.9M |
| $207K |
| 4 | LIGHTHOUSE LIVING SERVICES LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 149 | $2.5M | $4K |
| 5 | ZULLAS, LC CAFE ZUPAS EMPLOYEE RETIREMENT PLAN | SANDY UT | 538 | $3.9M | $3K |
