Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R5E Registered investment company in their Schedule of Assets, totaling $5.9M 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 | CLARK PACIFIC CLARK PACIFIC 401(K) PLAN | WEST SACRAMENTO CA | 332 | $57.8M | $3.3M |
| 2 | GARY MERLINO CONSTRUCTION COMPANY, INC. MERLINO COMPANIES PROFIT SHARING 401(K) PLAN | SEATTLE WA | 395 | $42.6M | $1.2M |
| 3 | UCSF HEALTH MEDICAL FOUNDATION UCSF HEALTH MEDICAL FOUNDATION 401(K) PLAN |
EMERYVILLE CA |
| 135 |
| $11.9M |
| $1.2M |
| 4 | CLARK PACIFIC CLARK PACIFIC UNION 401(K) PLAN | WEST SACRAMENTO CA | 670 | $4.4M | $191K |
