Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Great Gray Trust American Funds 2030 in their Schedule of Assets, totaling $11.5M 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 | TSG CENNOX, LLC TSG CENNOX, LLC 401(K) PLAN | ALPHARETTA GA | 628 | $27.4M | $4.0M |
| 2 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $3.7M |
| 3 | OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN |
| 190 |
| $31.9M |
| $1.9M |
| 4 | HENDERSON STAMPING & PRODUCTION HENDERSON STAMPING & PRODUCTION, INC. PROFIT SHARING 401K PLAN | HENDERSON TN | 128 | $5.0M | $1.0M |
| 5 | WACOSA WACOSA 401(K) PROFIT SHARING PLAN | WAITE PARK MN | 122 | $3.6M | $502K |
| 6 | TRC ACQUISITION, LLC THE ROBERTS COMPANY 401(K) RETIREMENT PLAN | WINTERVILLE NC | 406 | $13.4M | $255K |
| 7 | ASTORG AUTO OF CHARLESTON ASTORG 401(K) RETIREMENT PLAN | CHARLESTON WV | 336 | $17.4M | $127K |
