Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2030 T Date R6 Pooled separate account in their Schedule of Assets, totaling $10.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $3.5M |
| 2 | VALLEY VIEW HOSPITAL VALLEY VIEW HOSPITAL 403(B) PLAN | GLENWOOD SPRINGS CO | 1,529 | $74.7M | $1.8M |
| 3 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN |
MORRISTOWN NJ |
| 139 |
| $31.6M |
| $1.5M |
| 4 | TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA MN | 146 | $20.4M | $1.5M |
| 5 | ORTHOTIC HOLDINGS, INC. ORTHOTIC HOLDINGS, INC. 401(K) PLAN | MESA AZ | 133 | $7.6M | $1.3M |
| 6 | ISYS TECHNOLOGIES ISYS TECHNOLOGIES 401(K) PLAN | LITTLETON CO | 231 | $12.7M | $1.1M |
| 7 | BETACOM INC BETACOM INC PROFIT SHARING PLAN AND TRUST | THONOTOSASSA FL | 289 | $7.5M | $207K |
