Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2030 Target Date Fund Mutual fund N/A in their Schedule of Assets, totaling $530K 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 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $304K |
| 2 | VALLEY HOSPICE, INC. RETIREMENT PLAN OF VALLEY HOSPICE, INC. | RAYLAND OH | 142 | $4.6M | $175K |
| 3 | HALTEC CORPORATION HALTEC CORPORATION 401(K) PROFIT SHARING PLAN |
SALEM OH |
| 182 |
| $10.6M |
| $50K |
