Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Target Date Fund 2030 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRICKERS USA, LLC FRICKER'S USA, LLC 401(K) PLAN | MIAMISBURG OH | 96 | $4.5M | $1.4M |
| 2 | VERO FOODS, LLC VERO FOODS, LLC/COURAGE PRODUCTIONS,LLC 401(K) PLAN | FAIRFIELD CA | 133 | $7.9M | $758K |
| 3 | JMJS, INC. DBA COE DISTRIBUTING COE DISTRIBUTING 401(K) PROFIT SHARING PLAN |
SMOCK PA |
| 102 |
| $7.7M |
| $654K |
| 4 | NEW IMAGE LANDSCAPE COMPANY & SANSEI GARDENS, INC. NEW IMAGE LANDSCAPE & SANSEI GARDENS 401(K)/PROFIT SHARING PLAN | FREMONT CA | 243 | $6.9M | $557K |
| 5 | DAYBREAK INDEPENDENT SERVICES, INC. DAYBREAK INDEPENDENT SERVICES, INC.403(B) PLAN | NEW YORK NY | 216 | $1.1M | $129K |
