Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 102 U.S. retirement plans report holding American Funds 2045 Target Date Retirement fund Mutual Fund in their Schedule of Assets, totaling $264.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MINUTECLINIC, LLC MINUTECLINIC 401(K) PLAN | WOONSOCKET RI | 3,330 | $350.0M | $38.4M |
| 2 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $22.6M |
| 3 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN |
CARROLLTON TX |
| 9,593 |
| $169.6M |
| $18.2M |
| 4 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $14.1M |
| 5 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $11.9M |
| 6 | ZUORA, INC. ZUORA, INC. 401(K) PLAN | REDWOOD CITY CA | 633 | $99.8M | $8.0M |
| 7 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $7.5M |
| 8 | MEDICAL DEPOT, INC. DRIVE MEDICAL DESIGN & MANUFACTURING DRIVE DEVILBISS HEALTHCARE 401(K) PLAN | PORT WASHINGTON NY | 864 | $77.6M | $7.3M |
| 9 | KIPP BAY AREA SCHOOLS KIPP BAY AREA SCHOOLS 401(K) PLAN | OAKLAND CA | 780 | $53.2M | $6.9M |
| 10 | ST. CROIX REGIONAL MEDICAL CENTER, INC. ST. CROIX REGIONAL MEDICAL CENTER 403(B) PLAN | ST CROIX FLS WI | 679 | $83.5M | $6.5M |
