Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2045 T Date R6 in their Schedule of Assets, totaling $17.6M 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 | VALLEY VIEW HOSPITAL VALLEY VIEW HOSPITAL MONEY PURCHASE PLAN | GLENWOOD SPRINGS CO | 1,228 | $55.4M | $7.9M |
| 2 | LNS AMERICA, INC. LNS NORTH AMERICA 401(K) PLAN | CINCINNATI OH | 286 | $25.6M | $3.6M |
| 3 | PCC COMMUNITY WELLNESS CENTER PCC COMMUNITY WELLNESS CENTER 403(B) PLAN |
OAK PARK IL |
| 609 |
| $17.0M |
| $2.7M |
| 4 | LINKBANCORP, INC. LINKBANK 401(K) PLAN | CAMP HILL PA | 302 | $16.7M | $1.4M |
| 5 | MITSUKOSHI U.S.A., INC. MITSUKOSHI U. S. A. , INC. 401(K) PROFIT SHARING | ORLANDO FL | 113 | $7.6M | $1.1M |
| 6 | POLYMER ENTERPRISES, INC. POLYMER ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | INDIANA PA | 581 | $68.4M | $457K |
| 7 | NORTHWEST MEDICAL HOMES, LLC NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN | SPRINGFIELD OR | 106 | $14.6M | $410K |
| 8 | PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401(K) PLAN | COLORADO SPRINGS CO | 93 | $4.5M | $150K |
