Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds 2030 Target Date Retirement Fund N/A in their Schedule of Assets, totaling $8.8M 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 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $3.2M |
| 2 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $2.3M |
| 3 | TECHNIKS HOLDING, LLC TECHNIKS, LLC 401(K) PLAN |
INDIANAPOLIS IN |
| 81 |
| $8.9M |
| $2.2M |
| 4 | PRUETT'S FOOD, INC. PRUETT'S FOOD 401(K) PLAN | BROKEN BOW OK | 494 | $11.8M | $696K |
| 5 | ATS OPERATING, LLC AMERICA'S THRIFT STORE 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,276 | $3.8M | $433K |
| 6 | DAKOTA CONSULTING, INC. DAKOTA CONSULTING, INC 401(K) PLAN | POTOMAC MD | 4 | $7.4M | $42K |
| 7 | AB PAC MEDIA ADVOCATES 401(K) PLAN | WASHINGTON DC | 159 | $11.6M | $9K |
