Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2045 Target Date Fund R3 Mutual fund in their Schedule of Assets, totaling $2.8M 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 | AMEGO, INC. AMEGO, INC. 403(B) PLAN | ATTLEBORO MA | 1,474 | $17.5M | $1.5M |
| 2 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, INC. RETIREMENT PLAN | CORTLAND NY | 100 | $6.2M | $299K |
| 3 | DISTRIBUTION SOLUTIONS INC DISTRIBUTION SOLUTIONS INC 401K PLAN |
HARRISON AR |
| 124 |
| $4.2M |
| $287K |
| 4 | LECOM, INC LECOM PROFIT SHARING PLAN | WARREN MI | 246 | $3.4M | $175K |
| 5 | GLAAD GLAAD 403(B) PLAN | NEW YORK NY | 75 | $3.1M | $166K |
| 6 | LEVY SCHOOL BUS CO. LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN | TRUMBAUERSVILLE PA | 168 | $4.1M | $164K |
| 7 | STARCO ENTERPRISES, INC. STARCO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 130 | $718K | $155K |
