PlanOptica
American Funds

American Funds 2020 Target Date Retirement Income Fund Class R-2

Ticker RBCTX · Mutual fundTarget-date

Matched by tickerMatch to checkAll Capital Group fundsThe American Funds Target Date seriesSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
22
7 with $250K or more
Dollars held
$3.9M
69,840 of 69,862 plans with fund lines hold none
Median per plan
$62K
Share of their fund dollars
2.2%

Same fund, other share classes

277 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class R6RRCTXLow cost2,417$2.34B
Class R4RDCTXMid cost159$80.7M
American Funds 2020 Target Date Retirement Income Fund Class AAACTXNot stated87$78.8M
Class R3RCCTXRetail / revenue sharing108$32.4M
American Funds 2020 Target Date Retirement Income Fund Class R-5ERHCTXNot stated59$30.4M
American Funds 2020 Target Date Retirement Income Fund Class TTDAMXNot stated2$28.0M
American Funds 2020 Target Date Retirement Income Fund Class R-5RECTXNot stated25$15.8M
Class R1RACTXRetail / revenue sharing7$4.9M
American Funds 2020 Target Date Retirement Income Fund Class R-2 (this page)RBCTXNot stated22$3.9M
American Funds 2020 Target Date Retirement Income Fund Class R-2ERBEHXNot stated25$3.0M
Class InvestorFAOTXMid cost2$1.3M

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$5.2M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (1 plan)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold American Funds 2020 Target Date Retirement Income Fund Class R-2

The largest 10 plans in each list.

Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust$46.2M plan · Merrill Technologies Group Inc, MI · Paychex$890K
Zamperla, Inc. Profit Sharing 401(k) Plan$5.7M plan · Zamperla, Inc., NJ · Capital Group$600K
Prime Home Health Services, LLC 401(k) Pension Plan$8.4M plan · Prime Home Health Services, LLC, NY · Not identified$434K
Smithco Construction 401(k) Plan$9.4M plan · Smithco Construction, Inc., NM · Not identified$290K
Angelini Pharma, Inc. 401(k)$11.0M plan · Angelini Pharma, Inc., GA · Ascensus$286K
Kimberton Whole Foods 401(k) Plan$5.8M plan · Kimberton Whole Foods, PA · Capital Group$279K
Mid Valley Disposal, Inc. Retirement Plan$8.9M plan · Mid Valley Disposal, Inc., CA · CPI Qualified Plan Consultants$266K
Timco Logistics Systems, Inc. 401(k) Plan$2.5M plan · Timco Logistics Systems, Inc., TX · Capital Group$239K
Cromwell Architects Engineers, Inc. 401(k) Profit Sharing Plan$33.1M plan · Cromwell Architects Engineers, Inc, AR · Transamerica (Aegon)$207K
K & K, Inc. 401(k) Plan$7.6M plan · Kelp Holding, Inc., TX · Not identified$110K

Plans whose filed schedule lists American Funds 2020 Target Date Retirement Income Fund Class R-2.

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Vintages held

American Funds Target Date, all classes, mutual fund.

VintageDollarsPlans
2010$1.43B3,958
2015$1.55B4,422
2020$5.72B6,347
2025$12.9B6,958
2030$22.7B7,434
2035$23.6B7,379
2040$23.9B7,511
2045$21.2B7,445
2050$20.6B7,508
2055$15.7B7,642
2060$9.69B7,315
2065$2.77B5,854
2070$156M2,463
2075$270K2
Income$2.90B331
Vintage not stated$984M50

How the filings spell it

Show 8 names seen in the filings
  • American Funds 2020 Target Date Retire
  • American Funds 2020 Target Date Retirement
  • American Funds 2020 Target Date Retirement Fund
  • American Funds 2020 Target Date Retirement Fund - R-2
  • American Funds 2020 Target Date Retirement Fund - R2
  • American Funds 2020 Target Date Retirement R2
  • American Funds 2020 Tgt Date Ret Inc R2
  • American Funds 2020 Trgt Date Retire R2