Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2030 Target Mutual fund in their Schedule of Assets, totaling $8.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $5.1M |
| 2 | SUNWEST BANK SUNWEST BANK 401(K) PROFIT SHARING PLAN | IRVINE CA | 273 | $22.9M | $1.5M |
| 3 | THE LEWIS BEAR COMPANY THE LEWIS BEAR COMPANY PROFIT SHARING/401(K) PLAN |
PENSACOLA FL |
| 258 |
| $18.9M |
| $1.0M |
| 4 | A.I.G. TRUCKING, INC. A.I.G. TRUCKING, INC. PROFIT SHARING / 401(K) PLAN | HAWTHORNE NJ | 242 | $30.9M | $359K |
