Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds Target date 2030 R6 Mutual Fund in their Schedule of Assets, totaling $201.4M 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 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $59.1M |
| 2 | MGIC INVESTMENT CORPORATION MGIC PROFIT SHARING AND SAVINGS PLAN | MILWAUKEE WI | 570 | $344.7M | $29.5M |
| 3 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 1,966 |
| $592.5M |
| $27.9M |
| 4 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | EAST WALPOLE MA | 590 | $120.0M | $16.6M |
| 5 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN | WILTON CT | 493 | $112.6M | $12.6M |
| 6 | GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING PA | 860 | $52.0M | $9.0M |
| 7 | TANIUM INC. TANIUM INC. 401(K) PLAN | EMERYVILLE CA | 1,526 | $229.1M | $7.8M |
| 8 | ROTATING MACHINERY SERVICES, INC. ROTATING MACHINERY SERVICES, INC. 401(K) P/S PLAN | BETHLEHEM PA | 433 | $37.2M | $6.1M |
| 9 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC RETIREMENT SAVINGS PLAN FOR STAFF EMPLOYEES | CINCINNATI OH | 0 | $42.8M | $3.7M |
| 10 | INGLEWOOD PARK CEMETERY INGLEWOOD PARK CEMETERY 401(K) PLAN AND TRUST | INGLEWOOD CA | 304 | $13.9M | $3.5M |
