Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R2E* in their Schedule of Assets, totaling $3.2M 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 | CUSANO'S ITALIAN BAKERY, INC CUSANO'S BAKERY 401(K) PLAN | COCONUT CREEK FL | 221 | $6.1M | $1.5M |
| 2 | REEVES HARDWARE COMPANY, INC. REEVES HARDWARE COMPANY RETIREMENT PLAN | CLAYTON GA | 103 | $6.3M | $401K |
| 3 | THE WILDLIFE GALLERY, INC. THE WILDLIFE GALLERY, INC. 401(K) PLAN |
BLANCHARD MI |
| 143 |
| $4.9M |
| $372K |
| 4 | UNITED MINERALS & PROPERTIES, INC. CIMBAR 401(K) PLAN | CHATSWORTH GA | 395 | $10.0M | $369K |
| 5 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN | SUNSET HILLS MO | 153 | $5.4M | $259K |
| 6 | SAGE MILLIMETER INC ERAVANT 401(K) PLAN | TORRANCE CA | 78 | $8.0M | $221K |
| 7 | ADA MOTORS, INC. DBA BURIEN TOYOTA SCION BURIEN TOYOTA/BURIEN CHEVROLET 401(K) PLAN | BURIEN WA | 85 | $10.9M | $69K |
