Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Amcap Fund-R5 in their Schedule of Assets, totaling $7.6M 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 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 461 | $50.1M | $5.1M |
| 2 | COLUMBIA CEDAR COLUMBIA CEDAR, INC. 401(K) PLAN | KETTLE FALLS WA | 90 | $5.5M | $833K |
| 3 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST |
PINEY FLATS TN |
| 128 |
| $4.4M |
| $594K |
| 4 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | PADUCAH KY | 144 | $39.4M | $514K |
| 5 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $298K |
| 6 | RAILROAD19, INC. RAILROAD19, INC. PROFIT SHARING PLAN | SARATOGA SPRINGS NY | 95 | $12.8M | $172K |
| 7 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $86K |
