Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds 2030 Target Date Retire Fund in their Schedule of Assets, totaling $865K 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 | BRAIN & SPINE MEDICAL SERVICES, PLLC BRAIN & SPINE MEDICAL SERVICES, PLLC 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 146 | $7.1M | $862K |
| 2 | SLEEP DATA HOLDINGS, LLC SLEEP DATA HOLDINGS, LLC RETIREMENT PLAN I | SAN DIEGO CA | 230 | $3.3M | $3K |
