Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2040 Target Date R5E in their Schedule of Assets, totaling $5.2M 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 | SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 359 | $54.3M | $5.0M |
| 2 | NORTHPOINT RECOVERY HOLDINGS LLC NORTHPOINT RECOVERY HOLDINGS PROFIT SHARING/401(K) PLAN | MERIDIAN ID | 353 | $2.6M | $185K |
