Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2030 Target Retirement in their Schedule of Assets, totaling $100.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $65.2M |
| 2 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $8.8M |
| 3 | SAINT ANSELM COLLEGE |
MANCHESTER NH |
| 519 |
| $133.3M |
| $7.7M |
| 4 | PINEAPPLE ENERGY, INC. PINEAPPLE ENERGY, INC. EMPLOYEE SAVINGS PLAN | MINNETONKA MN | 182 | $20.9M | $4.1M |
| 5 | GRITMAN MEDICAL CENTER GRITMAN MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | MOSCOW ID | 746 | $47.5M | $4.0M |
| 6 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $3.8M |
| 7 | HENLEY ENTERPRISES, INC. HENLEY COMPANIES 401(K) SAVINGS PLAN | NEWTON HIGHLANDS MA | 3,062 | $53.8M | $2.8M |
| 8 | BELOIT COLLEGE BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BELOIT WI | 230 | $60.5M | $1.7M |
| 9 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $1.4M |
| 10 | NATIONAL GRID RENEWABLES DEVELOPMENT, LLC NATIONAL GRID RENEWABLES DEVELOPMENT, LLC 401(K) PLAN | BLOOMINGTON MN | 281 | $20.6M | $649K |
