Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding American Funds 2030 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $50.7M 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 | MULLER MARTINI CORP. MULLER MARTINI 401K SUPER SAVINGS INVESTMENT PLAN | HAUPPAUGE NY | 117 | $57.2M | $9.6M |
| 2 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $5.5M |
| 3 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. |
ATLANTA GA |
| 4,480 |
| $92.2M |
| $5.2M |
| 4 | RUSMUR FLOORS INC RUSMUR FLOORS INC 401(K) PROFIT SHARING PLAN & TRUST | BRIDGEVILLE PA | 144 | $14.4M | $3.1M |
| 5 | PHYSICIANS HEALTH PLAN OF NORTHERN PHPNI RETIREMENT PLAN | FORT WAYNE IN | 146 | $24.2M | $2.9M |
| 6 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $2.6M |
| 7 | THE CECILIAN BANK THE CECILIAN BANK 401(K) & PROFIT SHARING PLAN | ELIZABETHTOWN KY | 227 | $21.8M | $2.3M |
| 8 | RJ LEE GROUP, INC. RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN | MONROEVILLE PA | 173 | $19.9M | $2.1M |
| 9 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $1.9M |
| 10 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $1.7M |
