Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds 2040 Trgt Date Retire R2ERBEKX in their Schedule of Assets, totaling $528K 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 | FLEXASEAL ENGINEERED SEALS AND SYSTEMS, LLC 401(K) PROFIT SHARING PLAN FLEXASEAL ENGINEERED SEALS AND SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | WILLISTON VT | 180 | $12.5M | $528K |
