Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds 2030 Trgt Date Retire R6 Mutual funds in their Schedule of Assets, totaling $21.1M 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 | TIREHUB, LLC TIREHUB 401(K) PLAN | DUNWOODY GA | 1,556 | $64.7M | $4.2M |
| 2 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $3.7M |
| 3 | BLACKBURN'S PHYSICIANS PHARMACY, INC. PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED |
TARENTUM PA |
| 183 |
| $24.6M |
| $3.2M |
| 4 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $3.1M |
| 5 | CHRISTOPHER MORGAN, LLC CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN | NEW BERLIN WI | 73 | $7.3M | $2.0M |
| 6 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | BALTIMORE MD | 136 | $17.5M | $1.9M |
| 7 | JAXON ENGINEERING & MAINTENANCE JAXON RETIREMENT SAVINGS PLAN | COLORADO SPRINGS CO | 127 | $9.5M | $598K |
| 8 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $502K |
| 9 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY | 101 | $10.1M | $400K |
| 10 | PROGRESSIVE DENTAL CONCEPTS, LLC PROGRESSIVE DENTAL CONCEPTS 401(K) SAVINGS PLAN | CAMP HILL PA | 177 | $7.3M | $338K |
