Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2030 Target Date Fund R3 - in their Schedule of Assets, totaling $7.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE GALLOWAY SCHOOLS, INC. THE GALLOWAY SCHOOL RETIREMENT PLAN | ATLANTA GA | 162 | $18.7M | $1.6M |
| 2 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $1.0M |
| 3 | WALTHER FARMS LLC WALTHER FARMS LLC 401(K) PLAN |
THREE RIVERS MI |
| 371 |
| $13.7M |
| $886K |
| 4 | CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY MO | 476 | $21.4M | $809K |
| 5 | ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 112 | $37.6M | $721K |
| 6 | R&M FREIGHT INC. R&M FREIGHT, INC. 401(K) PLAN | BENSENVILLE IL | 391 | $5.5M | $549K |
| 7 | TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. RETIREMENT AND 401(K) SAVINGS PLAN | ROANOKE VA | 242 | $6.1M | $515K |
| 8 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $427K |
| 9 | TOYO SEAT USA CORPORATION TOYO SEAT USA RETIREMENT AND SAVINGS 401(K) PLAN | IMLAY CITY MI | 266 | $22.2M | $398K |
| 10 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $283K |
