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 Retire R6 Mutual funds in their Schedule of Assets, totaling $3.7M 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 | ORTHOPAEDIC SPECIALTY GROUP, P.C. ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN | FAIRFIELD CT | 221 | $36.7M | $1.4M |
| 2 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $757K |
| 3 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. |
BROOKLYN NY |
| 423 |
| $8.8M |
| $606K |
| 4 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $438K |
| 5 | GEMINI BAKERY EQUIPMENT COMPANY GEMINI BAKERY EQUIPMENT COMPANY 401(K) PLAN | PHILADELPHIA PA | 124 | $15.0M | $364K |
| 6 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN | ISOLA MS | 142 | $11.9M | $115K |
| 7 | SIDESHOW INC. SIDESHOW INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 156 | $15.9M | $37K |
