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 Retirement Fund Class R-3 in their Schedule of Assets, totaling $2.5M 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 | ALL TRUCK TRANSPORTATION CO., INC. ALL TRUCK TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 299 | $13.8M | $2.0M |
| 2 | ILLUMINATIONS INC ILLUMINATIONS INC 401(K) PROFIT SHARING PLAN & TRUST | WEST CHESTER PA | 131 | $8.5M | $295K |
| 3 | HCC MARKETING INC. |
PHILADELPHIA PA |
| 113 |
| $18.2M |
| $171K |
| 4 | HUDSON VALLEY LIGHTING INC HUDSON VALLEY LIGHTING INC 401(K) PROFIT SHARING PLAN & TRUST | WAPPINGERS FALLS NY | 170 | $7.0M | $48K |
| 5 | HEIGHTS TOWER SERVICE, INC. HEIGHTS TOWER SERVICE INC 401 K PROFIT SHARING PLAN TRUST | FREDERICKTOWN OH | 97 | $5.4M | $13 |
