Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Retirement Fund, Class R-6 American Funds American Funds 2020 Target Date N/R in their Schedule of Assets, totaling $4.7M 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 | ACTS RETIREMENT - LIFE COMMUNITIES, INC. ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K) | FT WASHINGTON PA | 6,188 | $227.0M | $3.6M |
| 2 | ACTS RETIREMENT - LIFE COMMUNITIES, INC. PENINSULA UNITED METHODIST HOMES, INC. 401(K) PLAN | FT WASHINGTON PA | 260 | $7.9M | $484K |
| 3 | ALTO-SHAAM, INC. |
MENOMONEE FALLS WI |
| 490 |
| $48.1M |
| $315K |
| 4 | NATIONAL HME, INC. NATIONAL HME 401(K) SAVINGS PLAN | IRVING TX | 407 | $7.0M | $231K |
