Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2030 Trgt Date Retire R Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | THE 20, LLC THE 20, LLC 401(K) PLAN | PLANO TX | 333 | $2.8M | $658K |
| 2 | LEMAN ACADEMY OF EXCELLENCE, INC. LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN | TUCSON AZ | 509 | $7.9M | $655K |
