Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds American Funds 2030 Target Date Retirement in their Schedule of Assets, totaling $92.8M 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 | BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON VA | 2,122 | $164.7M | $28.3M |
| 2 | SADDLE CREEK CORPORATION DBA SADDLE CREEK LOGISTICS SADDLE CREEK CORPORATION RETIREMENT SAVINGS PLAN | LAKELAND FL | 4,568 | $155.5M | $20.8M |
| 3 | MORRIS GROUP, INC. |
WINDSOR CT |
| 1,057 |
| $146.5M |
| $10.5M |
| 4 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN | SHEBOYGAN FALLS WI | 385 | $107.6M | $7.4M |
| 5 | ELEVATE PFS HOLDINGS INC ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING TX | 2,454 | $56.3M | $6.3M |
| 6 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN | HOUSTON TX | 339 | $93.4M | $5.5M |
| 7 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT BARGAINING UNIT 401K PLAN | BRONX NY | 1,200 | $12.4M | $1.9M |
| 8 | ARMORWORKS ENTERPRISES, INC. ARMORWORKS RETIREMENT SAVINGS PLAN | CHANDLER AZ | 416 | $13.7M | $1.7M |
| 9 | HCI SYSTEMS, INC. HCI SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 910 | $22.2M | $1.5M |
| 10 | ALLIANCE FRANCHISE BRANDS LLC ALLIANCE FRANCHISE BRANDS LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN | PLYMOUTH MI | 186 | $23.0M | $1.3M |
