Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2045 Target Date Retirement R6 Mutual fund in their Schedule of Assets, totaling $12.8M 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 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $6.1M |
| 2 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY OH | 772 | $23.4M | $1.9M |
| 3 | CAPE COD LUMBER CO., INC. |
ABINGTON MA |
| 97 |
| $32.1M |
| $1.0M |
| 4 | SOLDIER ON, INC. SOLDIER ON 403(B) PLAN | PITTSFIELD MA | 181 | $9.2M | $699K |
| 5 | TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 416 | $24.6M | $671K |
| 6 | COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN | LISBON OH | 336 | $7.0M | $492K |
| 7 | J. DERENZO CO. J. DERENZO CO. 401(K) PROFIT SHARING PLAN | BROCKTON MA | 88 | $17.2M | $450K |
| 8 | AVANTE CARE MANAGEMENT LLC ABSOLUT RETIREMENT SAVINGS PLAN | ROSLYN HEIGHTS NY | 796 | $10.3M | $362K |
| 9 | ANIMAL HUMANE SOCIETY ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN | WOODBURY MN | 250 | $10.0M | $267K |
| 10 | MAB COMMUNITY SERVICES INC. MAB COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | BROOKLINE MA | 607 | $5.3M | $233K |
