Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds 2030 Target Date Retirement R6 Mutual fund in their Schedule of Assets, totaling $24.7M 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 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $5.3M |
| 2 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $4.2M |
| 3 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN |
NEW ALBANY OH |
| 772 |
| $23.4M |
| $4.2M |
| 4 | VARI CORPORATION VARI CORPORATION 401(K) PLAN | POTTSTOWN PA | 169 | $16.2M | $2.7M |
| 5 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $1.8M |
| 6 | AVANTE CARE MANAGEMENT LLC ABSOLUT RETIREMENT SAVINGS PLAN | ROSLYN HEIGHTS NY | 796 | $10.3M | $1.7M |
| 7 | J. DERENZO CO. J. DERENZO CO. 401(K) PROFIT SHARING PLAN | BROCKTON MA | 88 | $17.2M | $1.0M |
| 8 | COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN | LISBON OH | 336 | $7.0M | $1.0M |
| 9 | TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 416 | $24.6M | $662K |
| 10 | HOSSLEY HOLDINGS, INC. HOSSLEY LIGHTING AND POWER SOLUTIONS 401(K) PROFIT SHARING PLAN | DALLAS TX | 85 | $7.1M | $557K |
