Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Target Retirement 2030 Mutual fund in their Schedule of Assets, totaling $7.6M 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 | TAL HOLDINGS, LLC TAL HOLDINGS, LLC 401(K) RETIREMENT PLAN | VANCOUVER WA | 501 | $10.9M | $2.4M |
| 2 | SETTLE MUTER ELECTRIC SETTLE MUTER ELECTRIC 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 226 | $18.2M | $2.3M |
| 3 | CRAFTSMEN TRANSPORTATION SERVICES, LLC CRAFTSMEN TRANSPORTATION SERVICES, LLC 401(K) PLAN |
ST. CHARLES MO |
| 126 |
| $23.5M |
| $1.1M |
| 4 | DODGE CITY COOPERATIVE EXCHANGE DBA PRIDE AG RESOURCES PRIDE AG RESOURCES 401(K) PROFIT SHARING PLAN | DODGE CITY KS | 197 | $7.4M | $858K |
| 5 | KNOBELSDORFF ELECTRIC, INC. KNOBELSDORFF ELECTRIC, INC. RETIREMENT PLAN | GOODHUE MN | 360 | $11.1M | $344K |
| 6 | LINN RETAIL CENTERS, INC. LINN RETAIL CENTERS, INC. 401(K) PLAN | WOODBURY MN | 113 | $8.0M | $336K |
| 7 | PALMER SQUARE CAPITAL MANAGEMENT, LLC PALMER SQUARE CAPITAL MANAGEMENT 401(K) PLAN | MISSION WOODS KS | 207 | $10.7M | $139K |
| 8 | LANDMARK BANCORP, INC. LANDMARK BANCORP, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN KS | 258 | $22.7M | $99K |
