Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AMERICAN FUNDS 2030 TARGET MUTUAL FUNDS in their Schedule of Assets, totaling $1.5M 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 | NCTA - THE INTERNET & TELEVISION ASSOCIATION NCTA 401(K) PLAN | WASHINGTON DC | 83 | $66.7M | $877K |
| 2 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $265K |
| 3 | MERCURY AVIATION COMPANIES, LLC MERCURY AVIATION 401(K) PLAN |
TORRANCE CA |
| 122 |
| $6.6M |
| $228K |
| 4 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES | ERIE PA | 920 | $1.3M | $37K |
| 5 | MICHIGAN HEALTHCARE PROFESSIONALS, P.C. MICHIGAN HEALTHCARE PROFESSIONALS, P.C. 401(K) PLAN AND TRUST | FARMINGTON HILLS MI | 1,780 | $68.9M | $32K |
| 6 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $13K |
