Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2030 Trgt Date Retire R6 Mutual funds N/A 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GEMINI INDUSTRIES, INC. GEMINI INDUSTRIES, INC. PROFIT SHARING PLAN | EL RENO OK | 157 | $92.1M | $5.4M |
| 2 | JMAC, INC. JMAC, INC. 401(K) PLAN | COLUMBUS OH | 543 | $45.5M | $2.1M |
| 3 | AGGIETECH INVESTMENTS INC AGGIETECH INVESTMENTS INC 401K PLAN |
MIDLAND TX |
| 127 |
| $5.0M |
| $668K |
| 4 | BRAINTREE GROUP, LLC THE 401(K) GROUP PLAN | BOISE ID | 569 | $4.9M | $484K |
| 5 | MARK MILLER SUBARU, INC. MARK MILLER SUBARU, INC. 401(K) PLAN | SALT LAKE CITY UT | 215 | $18.0M | $235K |
| 6 | THOMPSON HOLDINGS, INC. THOMPSON HOLDINGS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | MOBILE AL | 518 | $117.4M | $73K |
