Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding American funds American funds 2045 Target Date Retirement Fund - in their Schedule of Assets, totaling $188.2M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $41.4M |
| 2 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $12.2M |
| 3 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN |
PEEKSKILL NY |
| 1,894 |
| $156.7M |
| $11.3M |
| 4 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $8.3M |
| 5 | ENTRANS INTERNATIONAL, LLC ENTRANS 401(K) PLAN | ATHENS TN | 578 | $79.8M | $6.2M |
| 6 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $6.0M |
| 7 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN | WICHITA KS | 1,295 | $106.2M | $5.3M |
| 8 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $5.2M |
| 9 | HEIMARK DISTRIBUTING, LLC HEIMARK DISTRIBUTING, LLC 401 (K) PLAN | SANTA FE SPRINGS CA | 194 | $41.1M | $4.0M |
| 10 | COMMUNITY WEST BANK COMMUNITY WEST BANK RETIREMENT PLAN | FRESNO CA | 345 | $44.5M | $3.7M |
