Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Target Retirement 2020 Fund Mutual fund in their Schedule of Assets, totaling $6.9M 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 | DRUMMOND COMPANY, INC. DRUMMOND COMPANY, INC. SAVINGS PLAN FOR SALARIED EMPLOYEES | BIRMINGHAM AL | 473 | $125.5M | $3.3M |
| 2 | EMPLOYER SERVICES CORPORATION EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT PLAN | AMHERST NY | 3,039 | $133.7M | $2.7M |
| 3 | DRUMMOND COMPANY, INC. |
BIRMINGHAM AL |
| 203 |
| $18.3M |
| $491K |
| 4 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $328K |
| 5 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $42K |
| 6 | MAIN STREET CHECKS, INC. MAIN STREET 401(K) PLAN | BIRMINGHAM AL | 146 | $6.9M | $9K |
