Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding American Funds 2045 Target Date Fund ....................................... in their Schedule of Assets, totaling $93.5M 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 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $9.7M |
| 2 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $6.7M |
| 3 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE |
PHOENIX AZ |
| 273 |
| $54.2M |
| $5.5M |
| 4 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $5.2M |
| 5 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $5.2M |
| 6 | VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST | PULASKI WI | 321 | $29.9M | $5.1M |
| 7 | NIBBI BROTHERS ASSOCIATES, INC. NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN | SAN FRANCISCO CA | 128 | $39.0M | $4.7M |
| 8 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $3.5M |
| 9 | TELLIGEN, INC. TELLIGEN, INC. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 748 | $97.9M | $3.1M |
| 10 | PREMIER PACKAGING, LLC PREMIER PACKAGING, LLC 401(K) PLAN | LOUISVILLE KY | 814 | $35.3M | $3.0M |
