Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lifetime 2030 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 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF EASTERN LOS ANGELES | ALHAMBRA CA | 355 | $42.7M | $3.8M |
| 2 | ADVANCED TECHNOLOGY RECYCLING ATR 401(K) PLAN | PENSACOLA FL | 144 | $1.8M | $180K |