Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds AF CSV GR&INC PTF R5 in their Schedule of Assets, totaling $1.9M 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 | COMPONENT ASSEMBLY SYSTEMS, INC. COMPONENT ASSEMBLY SYSTEMS, INC. 401(K) PLAN | PELHAM NY | 143 | $36.4M | $1.9M |
