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 Pooled separate account in their Schedule of Assets, totaling $5.2M 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 | WISCONSIN VISION, INC. WISCONSIN VISION, INC. 401(K) PROFIT SHARING PLAN | NEW BERLIN WI | 235 | $19.2M | $2.0M |
| 2 | HOSPICE FOUNDATION OF GREATER BATON ROUGE HOSPICE FOUNDATION OF GREATER BATON ROUGE 401K PLAN | BATON ROUGE LA | 143 | $6.0M | $905K |
| 3 | SPECTRUM HOME HEALTH, INC. |
KANSAS CITY KS |
| 189 |
| $13.1M |
| $833K |
| 4 | WESTERN PACIFIC BUILDING MATERIALS, INC. WESTERN PACIFIC BUILDING MATERIALS, INC. SALARY SAVINGS PLAN | VANCOUVER WA | 366 | $15.7M | $572K |
| 5 | DEER MANAGEMENT SYSTEMS LLC DEER MANAGEMENT SYSTEMS RETIREMENT PLAN | DECORAH IA | 392 | $3.7M | $381K |
| 6 | SYSTEM RESOURCES TELECOM, LLC SYSTEM RESOURCES TELECOM 401(K) PLAN | BATON ROUGE LA | 212 | $4.3M | $356K |
| 7 | YZER LLC YZER, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 428 | $551K | $130K |
