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 Retire in their Schedule of Assets, totaling $8.0M 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 BRADBURY CO., INC. THE BRADBURY COMPANY, INC. PROFIT SHARING 401(K) PLAN | MOUNDRIDGE KS | 482 | $63.1M | $5.4M |
| 2 | CASS SCREW MACHINE PRODUCTS, LLC HEARTLAND EQUITY PARTNERS 401(K) PLAN | BROOKLYN CENTER MN | 272 | $21.5M | $1.8M |
| 3 | WICHITA KENWORTH, INC. WICHITA KENWORTH, INC. 401(K) PLAN |
PARK CITY KS |
| 246 |
| $8.1M |
| $735K |
