Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * AMERICAN FUNDS 2020 TARGET DATE FUND R5 Registered Investment Company in their Schedule of Assets, totaling $151K 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 | NICHOLS CONSULTING ENGINEERS, CHTD. NICHOLS CONSULTING ENGINEERS, CHTD. 401(K) PLAN | RENO NV | 126 | $31.0M | $151K |
