Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds 2030 Target Date Retire R6 - in their Schedule of Assets, totaling $121.0M 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 | WHITE PLAINS HOSPITAL MEDICAL CENTER WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM | WHITE PLAINS NY | 5,180 | $627.5M | $68.4M |
| 2 | EAGLE PHYSICIANS AND ASSOCIATES, P.A EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN | GREENSBORO NC | 377 | $82.4M | $12.8M |
| 3 |
KANSAS CITY MO |
| 1,509 |
| $301.8M |
| $11.3M |
| 4 | FASTENING SOLUTIONS, INC. FASTENING SOLUTIONS, INC. EMPLOYEE RETIREMENT PLAN | MONTGOMERY AL | 149 | $25.2M | $3.5M |
| 5 | PINEBRIDGE INVESTMENTS HOLDINGS US LLC PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 250 | $145.4M | $2.9M |
| 6 | SW INGREDIENTS HOLDINGS, LLC SPICE WORLD 401(K) PLAN | ORLANDO FL | 377 | $16.0M | $2.2M |
| 7 | MILWAUKEE CENTER FOR INDEPENDENCE, INC. MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN | MILWAUKEE WI | 761 | $24.8M | $2.0M |
| 8 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN | HOUSTON TX | 400 | $37.5M | $2.0M |
| 9 | KELLER TECHNOLOGY CORPORATION THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN | BUFFALO NY | 152 | $49.4M | $1.8M |
| 10 | TERRAPHASE ENGINEERING TERRAPHASE ENGINEERING 401(K) PLAN | OAKLAND CA | 160 | $30.3M | $1.5M |
