Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding American Funds 2045 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $84.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $18.0M |
| 2 | PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING TX | 2,321 | $188.7M | $15.6M |
| 3 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN |
SPRINGFIELD MO |
| 6,519 |
| $94.8M |
| $8.0M |
| 4 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $7.8M |
| 5 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $3.6M |
| 6 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $3.4M |
| 7 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $2.8M |
| 8 | PCC COMMUNITY WELLNESS CENTER PCC COMMUNITY WELLNESS CENTER 403(B) PLAN | OAK PARK IL | 609 | $17.0M | $2.7M |
| 9 | DYNAMIC ENGINEERING CONSULTANTS DYNAMIC ENGINEERING CONSULTANTS 401(K) P/S PLAN | LAKE COMO NJ | 349 | $25.5M | $2.5M |
| 10 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $2.3M |
