Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding American Funds 2030 Target Date Retirement Fund " in their Schedule of Assets, totaling $140.8M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $30.1M |
| 2 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $13.8M |
| 3 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN |
DANVILLE IL |
| 1,552 |
| $75.6M |
| $12.2M |
| 4 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $8.7M |
| 5 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $5.1M |
| 6 | ONEPOINT HRO, LLC ONEPOINT HRO, LLC MULTIPLE EMPLOYER 401(K) PLAN | ENGLEWOOD CO | 2,151 | $44.9M | $4.8M |
| 7 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | DALLAS TX | 418 | $109.5M | $3.9M |
| 8 | SAN LUIS AMBULANCE SERVICE, INC. SAN LUIS AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 104 | $23.3M | $3.5M |
| 9 | ROBERT'S HAWAII, INC. 401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES | HONOLULU HI | 1,140 | $32.6M | $3.3M |
| 10 | ROYAL OAK ENTERPRISES ROYAL OAK ENTERPRISES 401(K) RETIREMENT PLAN | ROSWELL GA | 665 | $29.0M | $3.2M |
