Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Trgt Date Ret 2045 R6 Mutual fund in their Schedule of Assets, totaling $13.5M 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 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $3.7M |
| 2 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $2.5M |
| 3 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS |
DALLAS TX |
| 492 |
| $60.9M |
| $2.4M |
| 4 | CANCER CARE ASSOCIATES OF YORK, INC. CANCER CARE ASSOCIATES OF YORK 401(K) PLAN | YORK PA | 108 | $17.1M | $2.0M |
| 5 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $975K |
| 6 | JEWISH FAMILY SERVICE JEWISH FAMILY SERVICE 401(K) RETIREMENT PLAN | SEATTLE WA | 107 | $9.9M | $676K |
| 7 | LEMIEUX GROUP LP LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 385 | $22.4M | $328K |
| 8 | CALIFORNIA RURAL INDIAN HEALTH BOARD, INC. CRIHB 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 86 | $6.4M | $293K |
| 9 | CTW HOME HEALTH, LLC CIRCLE OF CARE 401(K) PLAN | SAN ANTONIO TX | 656 | $4.7M | $270K |
| 10 | SNOW PARTNERS LLC SNOW PARTNERS LLC 401(K) PLAN | VERNON NJ | 309 | $3.6M | $187K |
