Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds AmerFds 2045 Trgt Date Ret R6 Mutual Fund Shares - in their Schedule of Assets, totaling $1.5M 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 | EAST TEXAS BORDER HEALTH CLINIC GENESIS PRIMECARE 403B PLAN | MARSHALL TX | 318 | $7.7M | $642K |
| 2 | TARANTINO PROPERTIES INC. TARANTINO PROPERTIES EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 304 | $11.8M | $629K |
| 3 | VISTA MARIA VISTA MARIA 403(B) RETIREMENT PLAN |
DEARBORN HEIGHTS MI |
| 380 |
| $3.5M |
| $177K |
| 4 | TARANTINO SENIOR LIVING COMMUNITIES LLC TARANTINO SENIOR LIVING COMMUNITIES 401K PLAN | HOUSTON TX | 626 | $1.3M | $77K |
