Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds American Funds 2030 Trgt Dt Ret R6 # in their Schedule of Assets, totaling $246.0M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $98.5M |
| 2 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 8,670 | $464.9M | $35.6M |
| 3 | BILLERUD AMERICAS CORPORATION |
MIAMISBURG OH |
| 847 |
| $360.2M |
| $13.0M |
| 4 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $9.4M |
| 5 | THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN | BALTIMORE MD | 679 | $63.3M | $8.2M |
| 6 | SOUTHERN GRAPHICS INC. SOUTHERN GRAPHICS INC. SAVINGS PLAN | LOUISVILLE KY | 1,241 | $202.1M | $7.5M |
| 7 | MARINER FINANCE, LLC MARINER FINANCE LLC 401K PLAN | NOTTINGHAM MD | 2,269 | $112.7M | $7.3M |
| 8 | SAGE AUTOMOTIVE INTERIORS, INC. SAGE AUTOMOTIVE INTERIORS, INC. 401(K) PLAN | GREENVILLE SC | 956 | $72.1M | $6.9M |
| 9 | COUSHATTA TRIBE OF LOUISIANA COUSHATTA TRIBE 401(K) SAVINGS PLAN | ELTON LA | 1,592 | $61.1M | $6.6M |
| 10 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $6.6M |
