Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 167 U.S. retirement plans report holding American Funds Trgt Date Ret 2045 R6 American Funds 0 in their Schedule of Assets, totaling $149.0M 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 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $7.7M |
| 2 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $5.2M |
| 3 | THLP CO., LLC THLP CO., LLC 401(K) PLAN |
CONESTOGA PA |
| 745 |
| $42.3M |
| $4.5M |
| 4 | ORTHOPEDIC HEALTH OF KANSAS CITY PC ORTHOPEDIC HEALTH OF KANSAS CITY P. C. PROFIT SHARING 401(K) PLAN | NORTH KANSAS CITY MO | 93 | $19.8M | $4.5M |
| 5 | WOODHOUSE FORD, INC. WOODHOUSE AUTO FAMILY 401(K) PLAN | OMAHA NE | 1,396 | $95.7M | $4.4M |
| 6 | WASATCH PEDIATRICS, INC. WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN | WEST JORDAN UT | 189 | $68.8M | $4.1M |
| 7 | POOLER ENTERPRISES, INC. POOLER ENTERPRISES, INC. RETIREMENT PLAN | FISHERS NY | 84 | $15.6M | $3.6M |
| 8 | KIVA MICROFUNDS KIVA MICROFUNDS 401(K) PROFT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 115 | $21.2M | $3.2M |
| 9 | HIGHLINE GRAIN GROWERS, INC HIGHLINE GRAIN GROWERS, INC. 401(K) PLAN | WATERVILLE WA | 97 | $22.6M | $2.9M |
| 10 | BONNER GENERAL HOSPITAL, INC. BONNER GENERAL HOSPITAL 403(B) PLAN | SANDPOINT ID | 456 | $24.0M | $2.7M |
