Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2045 Trgt Date Retire R2E Mutual Fund in their Schedule of Assets, totaling $402K 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 | WITTE MUSEUM THE WITTE MUSEUM SAFE HARBOR 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 81 | $2.1M | $257K |
| 2 | SUPERIOR BATTERY MANUFACTURING, INC. SUPERIOR BATTERY MANUFACTURING INC. PROFIT SHARING AND 401(K) PLAN | RUSSELL SPRINGS KY | 125 | $8.3M | $145K |
