Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds 2030 Target Date Retirement Mutual fund in their Schedule of Assets, totaling $57.3M 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 | TA OPERATING LLC TA OPERATING LLC 401(K) SAVINGS PLAN | WESTLAKE OH | 15,096 | $183.5M | $16.6M |
| 2 | SHELBY COUNTY MEMORIAL HOSPITAL ASSOCIATION DBA WILSON HEALTH WILSON HEALTH 401(K) PLAN | SIDNEY OH | 755 | $88.8M | $9.5M |
| 3 | FOLEY, INCORPORATED FOLEY, INCORPORATED 401(K) PLAN |
PISCATAWAY NJ |
| 623 |
| $123.9M |
| $7.7M |
| 4 | RINNAI AMERICA CORPORATION RINNAI AMERICA CORPORATION 401(K) PLAN | PEACHTREE CITY GA | 519 | $36.4M | $2.3M |
| 5 | SEACAST, INC. SEACAST, INC. 401(K) AND PROFIT SHARING PLAN | MARYSVILLE WA | 515 | $20.0M | $2.3M |
| 6 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $2.0M |
| 7 | EMPLOYEE RELATIONS ASSOCIATES, INC. TALENTBRIDGE COMPANIES 401(K) PLAN | CHARLOTTE NC | 1,049 | $6.7M | $1.9M |
| 8 | POLARIS PHARMACY SERVICES, LLC POLARIS PHARMACY SERVICES, LLC 401(K) PLAN | FORT LAUDERDALE FL | 1,296 | $13.5M | $1.8M |
| 9 | REPLY, INC. AND ITS U.S. SUBSIDIARIES REPLY, INC. AND ITS U.S. SUBSIDIARIES 401(K) PLAN | CHICAGO IL | 310 | $27.5M | $1.8M |
| 10 | HOPELINK HOPELINK 401(K) PLAN | REDMOND WA | 381 | $15.0M | $1.7M |
