Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date Ret. 2030 Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | COADAP LLC COADAP LLC PROFIT SHARING 401(K) PLAN | READING PA | 750 | $47.0M | $3.3M |
| 2 | EL CENTRO DE LA RAZA EL CENTRO DE LA RAZA 401(K) PLAN | SEATTLE WA | 152 | $5.4M | $527K |
| 3 | BEACHNER CONSTRUCTION COMPANY, INC. BEACHNER EMPLOYEES SAVINGS AND RETIREMENT PLAN |
ST. PAUL KS |
| 275 |
| $20.0M |
| $154K |