Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2030 Target Date Retirement R5 in their Schedule of Assets, totaling $8.0M 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 | FRANK B. FUHRER HOLDINGS, INC. FRANK B. FUHRER HOLDINGS INC. EMPLOYEES RETIREMENT PLAN | PITTSBURGH PA | 326 | $56.7M | $7.7M |
| 2 | SPECIALTY PROMOTIONS, INC. SPECIALTY PROMOTIONS, INC. RETIREMENT PLAN | NILES IL | 307 | $20.2M | $326K |
