Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 227 U.S. retirement plans report holding American Funds 2030 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $746.5M 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 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $109.4M |
| 2 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $52.0M |
| 3 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN |
ADA OK |
| 8,384 |
| $382.9M |
| $31.5M |
| 4 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $30.1M |
| 5 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $25.1M |
| 6 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $20.7M |
| 7 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $20.1M |
| 8 | CABLE TELEVISION LABORATORIES, INC. CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN | LOUISVILLE CO | 203 | $121.2M | $14.7M |
| 9 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $13.8M |
| 10 | OCEANFIRST BANK RETIREMENT PLAN FOR OCEANFIRST BANK | TOMS RIVER NJ | 880 | $109.6M | $13.6M |
