Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 99 U.S. retirement plans report holding American Funds American Funds 2030 Trgt Date Retire R6 - in their Schedule of Assets, totaling $210.5M 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $60.3M |
| 2 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $12.3M |
| 3 | ITOCHU INTERNATIONAL INC. |
NEW YORK NY |
| 390 |
| $175.8M |
| $10.4M |
| 4 | GDS ASSOCIATES, INC. GDS ASSOCIATES, INC. 401(K) PROFIT SHARING & SALARY DEFERRAL PLAN | MARIETTA GA | 186 | $83.7M | $10.1M |
| 5 | WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON NC | 1,251 | $166.3M | $8.0M |
| 6 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $5.5M |
| 7 | CHILDREN'S SPECIALSTS OF SAN DIEGO, AMG, INC. CHILDREN'S SPECIALISTS OF SAN DIEGO, AMG, INC. PROFIT SHARING PLAN | SAN DIEGO CA | 138 | $45.3M | $5.0M |
| 8 | SOAVE ENTERPRISES, LLC SOAVE ENTERPRISES L.L.C. SAVINGS AND PROFIT SHARING PLAN AND TRUST | DETROIT MI | 1,047 | $58.1M | $5.0M |
| 9 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $4.7M |
| 10 | REPUBLIC ELITE, LLC REPUBLIC ELITE 401(K) PLAN | ADDISON TX | 885 | $18.8M | $4.2M |
