Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Retirement 2030 Fund Mutual fund in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE COOPER GROUP, INC. THE RETIREMENT PLAN FOR EMPLOYEES OF THE COOPER GROUP, INC. AND PARTICIPATING AFFILIATES | MOBILE AL | 926 | $101.6M | $3.0M |
| 2 | CARRIER GROUP BENEFITS, LLC CARRIER GROUP BENEFITS, LLC 401(K) PLAN | SKOWHEGAN ME | 205 | $5.0M | $1.0M |
| 3 | SOUTHEASTERN PSYCHIATRIC MANAGEMENT |
GADSDEN AL |
| 151 |
| $2.2M |
| $145K |
