Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Target Date 2045 R4 in their Schedule of Assets, totaling $9.0M 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 | CORNERSTONE GOVERNMENT AFFAIRS, INC. CORNERSTONE GOVERNMENT AFFAIRS, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 188 | $45.5M | $5.5M |
| 2 | BARKAN MANAGEMENT COMPANY, INC. THE BARKAN COMPANIES 401(K) PLAN | NEWTON MA | 671 | $43.3M | $2.8M |
| 3 | CARAVAN FACILITIES MANAGEMENT L.L.C |
SAGINAW MI |
| 586 |
| $6.2M |
| $403K |
| 4 | INTOWN LESSEE SERVICES, LLC INTOWN LESSEE SERVICES, LLC 401(K) SALARY REDUCTION PLAN AND TRUST | ATLANTA GA | 1,418 | $15.3M | $312K |
