Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding 2030 Retirement Fund Pooled separate account in their Schedule of Assets, totaling $4.0M 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 | NAVAJO ENGINEERING AND CONSTRUCTION AUTHORITY 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NAVAJO ENGINEERING AND CONSTRUCTION AUTHORITY | SHIPROCK NM | 315 | $20.0M | $2.6M |
| 2 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $495K |
| 3 |
HAMPTON NJ |
| 300 |
| $6.0M |
| $481K |
| 4 | PARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PARC, INC. | ST PETERSBURG FL | 344 | $3.9M | $388K |