Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American American Funds 2030 Trgt Date Retire R6 in their Schedule of Assets, totaling $12.2M 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 | TAKASAGO INTERNATIONAL CORP. (USA) TAKASAGO INTERNATIONAL CORP. (USA) 401(K) PLAN | ROCKLEIGH NJ | 471 | $119.1M | $9.9M |
| 2 | NEW CHARTER TECHNOLOGIES, INC. NEW CHARTER TECHNOLOGIES 401(K) PLAN | DENVER CO | 898 | $55.8M | $1.9M |
| 3 | HBA HEALTH SYSTEMS, LLC |
FORT LAUDERDALE FL |
| 946 |
| $47.9M |
| $363K |
