Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2045 Target Date Fund R3 Mutual Funds - in their Schedule of Assets, totaling $7.2M 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 | KLS MARTIN L.P. KLS MARTIN L.P. 401(K) SALARY REDUCTION PLAN & TRUST | JACKSONVILLE FL | 768 | $70.2M | $3.7M |
| 2 | D. SHELLY GROUP, INC. D. SHELLY GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 623 | $28.1M | $1.8M |
| 3 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. |
BOSTON MA |
| 210 |
| $11.7M |
| $1.7M |
