Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2040 Trgt Date Retire R5e in their Schedule of Assets, totaling $3.6M 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 | TENNESSEE TRACTOR, LLC TENNESSEE TRACTOR, LLC RETIREMENT SAVINGS PLAN | ALAMO TN | 322 | $16.8M | $1.7M |
| 2 | SYMPHONY RISK ENTERPRISES, LLC SYMPHONY RISK SOLUTIONS 401(K) PLAN | RICHARDSON TX | 116 | $12.0M | $1.1M |
| 3 | CHEROKEE BRICK & TILE COMPANY CHEROKEE BRICK & TILE COMPANY EMPLOYEE 401(K) PLAN |
MACON GA |
| 359 |
| $7.6M |
| $800K |
