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 Target Date 2030 R6 N/R in their Schedule of Assets, totaling $297.7M 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 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $194.3M |
| 2 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN | MORGANTOWN WV | 4,036 | $255.4M | $38.6M |
| 3 | WVU HEALTH SYSTEM |
MORGANTOWN WV |
| 2,079 |
| $392.4M |
| $27.7M |
| 4 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN | MORGANTOWN WV | 2,091 | $327.7M | $24.3M |
| 5 | ACUITY EYECARE HOLDINGS, LLC AEG VISION 401(K) PLAN | DALLAS TX | 4,353 | $102.4M | $10.1M |
| 6 | SQUARESPACE, INC. SQUARESPACE, INC. 401(K) PLAN | NEW YORK NY | 1,365 | $187.2M | $1.4M |
| 7 | MINDBODY, INC. MINDBODY, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 1,000 | $122.8M | $1.3M |
