Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding American Funds 2030 Target Date Fund ....................................... in their Schedule of Assets, totaling $124.6M 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 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $12.5M |
| 2 | TELLIGEN, INC. TELLIGEN, INC. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 748 | $97.9M | $9.9M |
| 3 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN |
BATESVILLE AR |
| 1,636 |
| $104.8M |
| $9.4M |
| 4 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $7.7M |
| 5 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $6.1M |
| 6 | CLOW STAMPING COMPANY CLOW STAMPING COMPANY 401(K) PLAN | MERRIFIELD MN | 419 | $26.9M | $5.8M |
| 7 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $5.5M |
| 8 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $4.7M |
| 9 | POTTS WELDING & BOILER REPAIR CO., INC. POTTS WELDING & BOILER REPAIR CO., INC. EMPLOYEE SAVINGS PLAN | NEWARK DE | 93 | $19.8M | $4.5M |
| 10 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN | ATLANTIC CITY NJ | 2,187 | $34.0M | $4.4M |
