Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2045 Target Date Retirement Fund Class R-3 Mutual fund in their Schedule of Assets, totaling $1.6M 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 | MARTIN TRUCK PARTS & SALES, LLC MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLAN | LONDON KY | 186 | $8.4M | $587K |
| 2 | PRECISION ORTHOPEDICS PRECISION ORTHOPEDICS 401(K) PLAN | LAUREL MD | 109 | $4.2M | $479K |
| 3 | POWERHOUSE ELECTRICAL SERVICES, INC. POWERHOUSE ELECTRICAL SERVICES, INC. 401(K) PLAN |
PFLUGERVILLE TX |
| 208 |
| $3.5M |
| $349K |
| 4 | STAFFORD TRANSPORT INC STAFFORD TRANSPORT INC 401(K) PROFIT SHARING PLAN & TRUST | SMYRNA GA | 481 | $4.0M | $78K |
| 5 | AUSTIN HABITAT FOR HUMANITY, INC. AUSTIN HABITAT FOR HUMANITY, INC. 401(K) PLAN | AUSTIN TX | 93 | $3.9M | $69K |
| 6 | BROADBASE INC BROADBASE INC 401(K) PROFIT SHARING PLAN & TRUST | WEST SACRAMENTO CA | 278 | $2.9M | $20K |
