Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding American Funds 2045 Target Date Retirement # in their Schedule of Assets, totaling $42.5M 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 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $8.3M |
| 2 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $5.6M |
| 3 | PIONEER HUMAN SERVICES |
SEATTLE WA |
| 718 |
| $47.1M |
| $4.4M |
| 4 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $3.9M |
| 5 | THE DIME BANK THE DIME BANK 401(K) PLAN | HONESDALE PA | 161 | $23.0M | $1.9M |
| 6 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $1.8M |
| 7 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $1.8M |
| 8 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN | HOWELL MI | 247 | $19.9M | $1.5M |
| 9 | MOLDED RUBBER & PLASTIC CORPORATION MOLDED RUBBER & PLASTIC 401(K) SALARY REDUCTION PLAN | BUTLER WI | 217 | $12.0M | $1.3M |
| 10 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $1.2M |
