Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds 2030 Target Date Retirement Class R6 in their Schedule of Assets, totaling $48.9M 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 | NANA REGIONAL CORPORATION, INC. NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN | ANCHORAGE AK | 2,963 | $199.4M | $20.7M |
| 2 | NISHIKAWA COOPER LLC NISHIKAWA COOPER LLC RETIREMENT PLAN | TOPEKA IN | 1,102 | $64.8M | $10.6M |
| 3 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN |
JOPLIN MO |
| 4,778 |
| $213.3M |
| $7.0M |
| 4 | NORTHWOOD INVESTORS LLC NORTHWOOD 401(K) SAVINGS PLAN | DENVER CO | 3,739 | $74.1M | $5.3M |
| 5 | AJAX BUILDING COMPANY, LLC AJAX BUILDING COMPANY 401(K) PLAN | MIDWAY FL | 260 | $20.1M | $3.4M |
| 6 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $747K |
| 7 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 236 | $16.6M | $604K |
| 8 | PRAIRIESTAR HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR PRAIRIESTAR HEALTH CENTER, INC. | HUTCHINSON KS | 148 | $6.5M | $317K |
| 9 | ROBINSON PAVING COMPANY, INC. ROBINSON PAVING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | COLUMBUS GA | 136 | $5.7M | $274K |
