Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds 2045 Trgt Dt Ret R6 # in their Schedule of Assets, totaling $181.0M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $100.4M |
| 2 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 8,670 | $464.9M | $29.8M |
| 3 | OPEN SOCIETY INSTITUTE |
NEW YORK NY |
| 278 |
| $230.0M |
| $7.2M |
| 4 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK TX | 142 | $136.8M | $6.2M |
| 5 | SAGE AUTOMOTIVE INTERIORS, INC. SAGE AUTOMOTIVE INTERIORS, INC. 401(K) PLAN | GREENVILLE SC | 956 | $72.1M | $5.0M |
| 6 | MARINER FINANCE, LLC MARINER FINANCE LLC 401K PLAN | NOTTINGHAM MD | 2,269 | $112.7M | $4.9M |
| 7 | REDWOOD MANAGEMENT, LLC REDWOOD PARTNERS RETIREMENT PLAN | MEMPHIS TN | 1,311 | $27.8M | $3.5M |
| 8 | INPERIUM, INC. INPERIUM & FAMILY OF SERVICES 401(K) PLAN | READING PA | 4,115 | $37.4M | $3.5M |
| 9 | BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES | MIAMISBURG OH | 847 | $360.2M | $3.0M |
| 10 | SOUTHERN GRAPHICS INC. SOUTHERN GRAPHICS INC. SAVINGS PLAN | LOUISVILLE KY | 1,241 | $202.1M | $2.8M |
