Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2030 Target Date Registered investment company in their Schedule of Assets, totaling $2.7M 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 | FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM WA | 510 | $108.8M | $1.9M |
| 2 | WILLAMETTE VALLEY VINEYARDS INC. WILLAMETTE VALLEY VINEYARDS INC. 401(K) PROFIT SHARING PLAN AND TRUST | TURNER OR | 198 | $4.3M | $396K |
| 3 | CHRISTOPHER COMMUNITY, INC. |
SYRACUSE NY |
| 172 |
| $3.1M |
| $280K |
| 4 | UNIVERSITY MECHANICAL CONTRACTORS, INC. UNIVERSITY MECHANICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | LYNNWOOD WA | 195 | $35.7M | $97K |
