Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds Target Date 2045 # in their Schedule of Assets, totaling $39.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $17.0M |
| 2 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $3.1M |
| 3 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN |
OKLAHOMA CITY OK |
| 1,109 |
| $51.3M |
| $2.5M |
| 4 | FREEMAN WEBB COMPANY, REALTORS FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN | NASHVILLE TN | 610 | $22.3M | $2.0M |
| 5 | PS LOGISTICS, LLC PS LOGISTICS 401(K) PLAN | BIRMINGHAM AL | 3,574 | $20.7M | $1.9M |
| 6 | PERMIAN RESOURCES CENTENNIAL RESOURCE PRODUCTION, LLC 401(K) RETIREMENT PLAN | DENVER CO | 137 | $22.0M | $1.7M |
| 7 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $1.6M |
| 8 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $1.1M |
| 9 | AMERICAN RIVIERA BANK AMERICAN RIVIERA BANK 401(K) PROFIT SHARING PLAN AND TRUST | SANTA BARBARA CA | 132 | $19.2M | $1.1M |
| 10 | SLK AMERICA INC. SLK AMERICA INC. 401(K) PLAN | CINCINNATI OH | 320 | $8.0M | $954K |
