Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2030 Target Date Retirement Fund Mutual fund N/A in their Schedule of Assets, totaling $36.1M 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 | V3 COMPANIES, LTD. V3 COMPANIES, LTD. 401(K) PLAN | WOODRIDGE IL | 351 | $76.3M | $6.3M |
| 2 | THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY OH | 150 | $37.0M | $5.2M |
| 3 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN |
SIOUX CENTER IA |
| 1,560 |
| $141.5M |
| $5.0M |
| 4 | VANDEVERE, INC. VANDEVERE 401K PROFIT SHARING PLAN AND TRUST | AKRON OH | 358 | $24.9M | $4.7M |
| 5 | TREAN CORPORATION TREAN CORPORATION 401(K) PLAN | WAYZATA MN | 306 | $30.3M | $4.5M |
| 6 | V3 COMPANIES, LTD. V3 COMPANIES LTD. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WOODRIDGE IL | 315 | $56.4M | $4.1M |
| 7 | MOSES LAKE INDUSTRIES MOSES LAKE INDUSTRIES 401K PLAN | MOSES LAKE WA | 490 | $48.4M | $3.8M |
| 8 | STEVENS COMMUNITY MEDICAL CENTER STEVENS COMMUNITY MEDICAL CENTER MONEY PURCHASE PENSION PLAN | MORRIS MN | 219 | $13.2M | $1.2M |
| 9 | KRU LTD. D/B/A FEED ENERGY COMPANY FEED ENERGY COMPANY AND RIVERHEAD RESOURCES, LLC RETIREMENT SAVINGS PLAN | PLEASANT HILL IA | 123 | $10.4M | $820K |
| 10 | A. C. VROMAN, INC. A. C. VROMAN, INC. PROFIT SHARING PLAN | PASADENA CA | 92 | $1.6M | $294K |
