Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.5M 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 | ELWYN CALIFORNIA ELWYN CALIFORNIA DEFINED CONTRIBUTION 403B PLAN | SAN JOSE CA | 848 | $14.1M | $1.7M |
| 2 | SCRUBS & BEYOND LLC SCRUBS & BEYOND 401K PLAN | ST. LOUIS MO | 510 | $8.0M | $484K |
| 3 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN |
SILVER SPRING MD |
| 508 |
| $6.4M |
| $329K |
