Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds 2045 Target Date Retirement Mutual fund in their Schedule of Assets, totaling $50.9M 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 | TA OPERATING LLC TA OPERATING LLC 401(K) SAVINGS PLAN | WESTLAKE OH | 15,096 | $183.5M | $17.5M |
| 2 | FOLEY, INCORPORATED FOLEY, INCORPORATED 401(K) PLAN | PISCATAWAY NJ | 623 | $123.9M | $7.0M |
| 3 | REPLY, INC. AND ITS U.S. SUBSIDIARIES REPLY, INC. AND ITS U.S. SUBSIDIARIES 401(K) PLAN |
CHICAGO IL |
| 310 |
| $27.5M |
| $5.1M |
| 4 | SHELBY COUNTY MEMORIAL HOSPITAL ASSOCIATION DBA WILSON HEALTH WILSON HEALTH 401(K) PLAN | SIDNEY OH | 755 | $88.8M | $4.1M |
| 5 | SFMC, LP DBA SERVICE FIRST MORTGAGE COMPANY SFMC 401(K) PLAN | PLANO TX | 303 | $21.7M | $2.6M |
| 6 | RINNAI AMERICA CORPORATION RINNAI AMERICA CORPORATION 401(K) PLAN | PEACHTREE CITY GA | 519 | $36.4M | $2.3M |
| 7 | COASTAL COMMUNITY BANK COASTAL COMMUNITY BANK 401(K) PLAN | EVERETT WA | 486 | $45.4M | $2.0M |
| 8 | POLARIS PHARMACY SERVICES, LLC POLARIS PHARMACY SERVICES, LLC 401(K) PLAN | FORT LAUDERDALE FL | 1,296 | $13.5M | $1.6M |
| 9 | LYNN COMMUNITY HEALTH INC LYNN COMMUNITY HEALTH CENTER RETIREMENT PLAN | LYNN MA | 764 | $11.8M | $1.3M |
| 10 | HOPELINK HOPELINK 401(K) PLAN | REDMOND WA | 381 | $15.0M | $1.0M |
