Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R2E Pooled Separate Account in their Schedule of Assets, totaling $569K 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 | SPHERECOMMERCE, LLC SPHERECOMMERCE LLC 401(K) PLAN | CHICAGO IL | 139 | $14.2M | $569K |
