Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Group American Funds 2025 Trgt Date Retire R5E in their Schedule of Assets, totaling $360K 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 | SCOOTERBUG, INC. SCOOTERBUG, INC. 401(K) PLAN | ORLANDO FL | 244 | $7.1M | $360K |
