Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s American Funds 2045 Target Date Retire R6 Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | BASIL MANAGEMENT GROUP LLC BASIL FAMILY DEALERSHIPS 401K PLAN | ORCHARD PARK NY | 532 | $51.3M | $4.9M |
| 2 | JOE BASIL CHEVROLET JOE BASIL CHEVROLET INC. 401(K) PLAN | DEPEW NY | 143 | $16.9M | $1.5M |
