Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds 2030 Target Date Retirement Fund R6 in their Schedule of Assets, totaling $44.3M 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 | DIODES INCORPORATED DIODES INCORPORATED 401(K) PLAN AND TRUST | PLANO TX | 420 | $127.5M | $13.1M |
| 2 | NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND) AMPERSAND 401(K) PLAN | NEW YORK NY | 529 | $178.7M | $6.1M |
| 3 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN |
ORLANDO FL |
| 878 |
| $62.6M |
| $6.0M |
| 4 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $4.3M |
| 5 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $3.3M |
| 6 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $2.3M |
| 7 | PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION 401(K) PLAN | MAYETTA KS | 765 | $24.2M | $1.9M |
| 8 | ACCESS SERVICES, INC. ACCESS SERVICES, INC. 401K PLAN | FORT WASHINGTON PA | 586 | $14.1M | $1.5M |
| 9 | TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK MD | 155 | $9.1M | $985K |
| 10 | ZYMEWORKS BIOPHARMACEUTICALS INC. ZYMEWORKS BIOPHARMACEUTICALS 401(K) PLAN | — | 76 | $12.2M | $936K |
