Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Am Fds Trgt Dte Rtm 2030 R6 Fd in their Schedule of Assets, totaling $15.2M 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 | SHORE UNITED BANK SHORE UNITED BANK 401K PLAN | EASTON MD | 589 | $71.8M | $9.8M |
| 2 | ELECTROSTIM MEDICAL SERVICES, INC. ELECTROSTIM MEDICAL SERVICES, INC. SAFE HARBOR 401(K) PLAN | TAMPA FL | 234 | $23.9M | $2.4M |
| 3 | RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN |
LAKEWOOD NJ |
| 366 |
| $53.2M |
| $1.4M |
| 4 | ILLUMINATE HEALTHCARE ILLUMINATE-HC 401(K) PLAN | EVANSTON IL | 1,013 | $4.8M | $941K |
| 5 | NATIONS RELIABEL LENDING, LLC NATIONAL RELIABLE LENDING LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 524 | $10.2M | $704K |
