Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2035 Trgt Date Retire R5E Mutual fund in their Schedule of Assets, totaling $16.6M 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 | $11.5M |
| 2 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN | COVINGTON LA | 420 | $30.2M | $2.7M |
| 3 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN |
ELIZABETH NJ |
| 284 |
| $90.8M |
| $2.4M |
| 4 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $26K |
