Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2025 Trgt Date Retire R5E Mutual fund in their Schedule of Assets, totaling $8.1M 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 | BENCO DENTAL SUPPLY CO. BENCO DENTAL SUPPLY CO. 401(K) PLAN | PITTSTON PA | 1,527 | $261.5M | $3.6M |
| 2 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN | ELIZABETH NJ | 284 | $90.8M | $3.5M |
| 3 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN |
COVINGTON LA |
| 420 |
| $30.2M |
| $889K |
| 4 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $65K |
