Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds 2045 Target Date N/R in their Schedule of Assets, totaling $3.0M 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 | SPAULDING RIDGE LLC SPAULDING RIDGE 401K PLAN | CHICAGO IL | 305 | $24.8M | $1.8M |
| 2 | MOREGROUP HOLDINGS MOREGROUP HOLDINGS 401(K) PLAN | FORT WORTH TX | 654 | $62.5M | $937K |
| 3 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN |
PITTSBURGH PA |
| 119 |
| $7.1M |
| $218K |
| 4 | STATE OF THE ART, INC. STATE OF THE ART, INC. MONEY PURCHASE PENSION PLAN | STATE COLLEGE PA | 112 | $24.2M | $99K |
