Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 87 U.S. retirement plans report holding American Funds 2045 Target Date Fund R6 '' in their Schedule of Assets, totaling $205.5M 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 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $35.1M |
| 2 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $26.0M |
| 3 | BRUNSWICK GROUP, LLC |
NEW YORK NY |
| 386 |
| $89.5M |
| $12.0M |
| 4 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $11.7M |
| 5 | FIRST FEDERAL BANK FIRST FEDERAL BANK 401(K) PROFIT SHARING PLAN | LAKE CITY FL | 560 | $92.9M | $9.7M |
| 6 | CLEAVELAND/PRICE, INC. CLEAVELAND/PRICE, INC. 401K PLAN | TRAFFORD PA | 344 | $54.6M | $8.4M |
| 7 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $7.6M |
| 8 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $6.6M |
| 9 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $6.1M |
| 10 | EASTERN PROPANE GAS, INC. EASTERN PROPANE 401(K) PLAN | ROCHESTER NH | 474 | $77.0M | $4.5M |
