Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2030 TD Mutual Fund - in their Schedule of Assets, totaling $9.0M 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 | POINTE GROUP CARE, LLC POINTE GROUP CARE 401(K) PLAN | STOUGHTON MA | 1,246 | $23.6M | $4.3M |
| 2 | ZOLADZ CONSTRUCTION CO., INC. ZOLADZ CONSTRUCTION CO., INC. 401(K) SAVINGS PLAN | ALDEN NY | 266 | $11.7M | $2.9M |
| 3 | SHELLBACK HOLDINGS, LLC SHELLBACK HOLDINGS, LLC 401(K) PLAN |
COOPERSBURG PA |
| 93 |
| $8.6M |
| $1.8M |
| 4 | MKS2, LLC MKS2, LLC RETIREMENT PLAN | AUSTIN TX | 719 | $8.3M | $80K |
| 5 | T. LARIVIERE EQUIPMENT & EXCAVATING, INC. T. LARIVIERE EQUIPMENT & EXCAVATING, INC. RETIREMENT PLAN | ATHOL ID | 223 | $4.3M | $17K |
