Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Great Gray Trust American Funds 2045 in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TSG CENNOX, LLC TSG CENNOX, LLC 401(K) PLAN | ALPHARETTA GA | 628 | $27.4M | $3.1M |
| 2 | ASTORG AUTO OF CHARLESTON ASTORG 401(K) RETIREMENT PLAN | CHARLESTON WV | 336 | $17.4M | $1.5M |
| 3 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN |
MYERSTOWN PA |
| 131 |
| $15.5M |
| $796K |
| 4 | OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH WI | 190 | $31.9M | $480K |
| 5 | WACOSA WACOSA 401(K) PROFIT SHARING PLAN | WAITE PARK MN | 122 | $3.6M | $102K |
| 6 | TRC ACQUISITION, LLC THE ROBERTS COMPANY 401(K) RETIREMENT PLAN | WINTERVILLE NC | 406 | $13.4M | $27K |