Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2045 TD Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | POINTE GROUP CARE, LLC POINTE GROUP CARE 401(K) PLAN | STOUGHTON MA | 1,246 | $23.6M | $1.1M |
| 2 | ZOLADZ CONSTRUCTION CO., INC. ZOLADZ CONSTRUCTION CO., INC. 401(K) SAVINGS PLAN | ALDEN NY | 266 | $11.7M | $733K |
| 3 | SHELLBACK HOLDINGS, LLC SHELLBACK HOLDINGS, LLC 401(K) PLAN |
COOPERSBURG PA |
| 93 |
| $8.6M |
| $246K |
