Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2045 Trgt Date in their Schedule of Assets, totaling $3.3M 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 | PETERSON FARMS, INC. PETERSON FARMS 401(K) RETIREMENT PLAN | SHELBY MI | 831 | $18.9M | $1.8M |
| 2 | CNA NATIONAL WARRANTY CORPORATION CNA NATIONAL WARRANTY CORPORATION 401K PLAN | SCOTTSDALE AZ | 306 | $42.4M | $844K |
| 3 | PSI-MED, INC. PSI-MED, INC.401(K) PLAN |
SOUTH CHARLESTON WV |
| 137 |
| $4.4M |
| $535K |
| 4 | RENT EXPRESS BY BERRIOS, INC. RENT EXPRESS RETIREMENT & SAVINGS PLAN | CIDRA PR | 168 | $568K | $106K |
