Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2030 Target Date Retire R6 Mutual Funds in their Schedule of Assets, totaling $12.0M 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 | ORTHOPAEDIC SPECIALTY GROUP, P.C. ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN | FAIRFIELD CT | 221 | $36.7M | $6.2M |
| 2 | GEMINI BAKERY EQUIPMENT COMPANY GEMINI BAKERY EQUIPMENT COMPANY 401(K) PLAN | PHILADELPHIA PA | 124 | $15.0M | $2.0M |
| 3 | MARCHANT-SCHMIDT, INC. |
FOND DU LAC WI |
| 92 |
| $22.1M |
| $1.8M |
| 4 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. THE THRIFT PLAN OF GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. | BROOKLYN NY | 423 | $8.8M | $1.1M |
| 5 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN | ISOLA MS | 142 | $11.9M | $983K |
