Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R5E in their Schedule of Assets, totaling $3.0M 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 | DYERSVILLE READY MIX, INC. BARD MATERIALS 401(K) PLAN | DYERSVILLE IA | 266 | $37.8M | $1.2M |
| 2 | EMPOWER WORKPLACE CORP. EMPOWER WORKPLACE CORP. 401(K) PLAN | PITTSBURGH PA | 121 | $8.7M | $562K |
| 3 | BRANDON ADVERTISING, INC. BRANDON ADVERTISING, INC. 401(K) PLAN |
MYRTLE BEACH SC |
| 146 |
| $13.4M |
| $546K |
| 4 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 202 | $7.2M | $426K |
| 5 | AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT NY | 164 | $23.6M | $304K |
