Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2030 Target Date Retirement Fund N/R in their Schedule of Assets, totaling $55.0M 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 | COOPERATIEVE RABOBANK U.A. COOPERATIEVE RABOBANK U.A. 401(K) SAVINGS PLAN | NEW YORK NY | 1,481 | $578.9M | $46.4M |
| 2 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $4.4M |
| 3 | GROUPON, INC. |
CHICAGO IL |
| 445 |
| $123.9M |
| $1.6M |
| 4 | RISEBORO COMMUNITY PARTNERSHIP, INC. RISEBORO RETIREMENT PLAN | BROOKLYN NY | 508 | $11.8M | $1.4M |
| 5 | NUWAY ALLIANCE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF NUWAY ALLIANCE | MINNEAPOLIS MN | 353 | $12.4M | $781K |
| 6 | THE BOAT HOUSE GROUP BOAT HOUSE 401(K) PLAN AND TRUST | CAPE CORAL FL | 197 | $8.7M | $546K |
