Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2030 Trgt Dt Ret R6 Mutual fund in their Schedule of Assets, totaling $26.6M 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 | ED MITCHELL, INC. MITCHELLS EMPLOYEE SAVINGS & RETIREMENT PLAN | WESTPORT CT | 358 | $77.0M | $13.0M |
| 2 | HANCOCK PHYSICIAN NETWORK, LLC HANCOCK PHYSICIAN NETWORK 403(B) PLAN | GREENFIELD IN | 161 | $36.4M | $7.8M |
| 3 | DENALI WATER SOLUTIONS LLC DENALI RETIREMENT PLAN |
RUSSELLVILLE AR |
| 1,172 |
| $49.8M |
| $5.6M |
| 4 | OLD DOMINION ELECTRIC COOPERATIVE ODEC 401(K) PLAN | GLEN ALLEN VA | 140 | $42.9M | $168K |
