Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Target Date American Funds 2040 Trgt Date Retire RBEFX R2E in their Schedule of Assets, totaling $59K 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 | W8 SHIPPING LLC W8 SHIPPING LLC RETIREMENT PLAN | CARSON CA | 220 | $610K | $59K |
