Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Target Date 2040 R5E in their Schedule of Assets, totaling $735K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT NON UNION 401(K) PLAN | SAGINAW MI | 529 | $5.0M | $735K |
