Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMERICAN FUNDS 2030 TDR R5E Registered Investment Company in their Schedule of Assets, totaling $7.0M 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 | AM GENERAL LLC AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN | SOUTH BEND IN | 398 | $42.1M | $4.7M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | TAMPA FL | 450 | $28.9M | $2.3M |
