Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds 2030 TD* in their Schedule of Assets, totaling $15.4M 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 | PEARSON DENTAL SUPPLIES, INC. PEARSON DENTAL SUPPLIES, INC. 401(K) PLAN | SYLMAR CA | 206 | $15.2M | $2.7M |
| 2 | CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE FL | 260 | $13.1M | $2.1M |
| 3 | PATHWAYS INC PATHWAYS, INCORPORATED EMPLOYEES' RETIREMENT PLAN |
CORNING NY |
| 496 |
| $18.2M |
| $1.7M |
| 4 | TONIX PHARMACEUTICALS HOLDING CORP. TONIX PHARMACEUTICALS HOLDING CORP. 401(K) PLAN | CHATHAM NJ | 65 | $13.7M | $1.3M |
| 5 | RHP STAFFING COMPANY RHP STAFFING COMPANY 401(K) PLAN | FARMINGTON HILLS MI | 965 | $12.3M | $1.1M |
| 6 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $965K |
| 7 | HOME FURNITURE COMPANY OF LAFAYETTE, INC HOME FURNITURE 401K PLAN | LAFAYETTE LA | 218 | $11.7M | $926K |
| 8 | PREMIER DERMATOLOGY, LLC PREMIER DERMATOLOGY 401(K) PLAN | SARASOTA FL | 173 | $16.4M | $598K |
| 9 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $551K |
| 10 | FHC, INC. FHC, INC. 401(K) PLAN | BOWDOIN ME | 105 | $8.5M | $546K |
