Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Amcap Fund R5 n/a in their Schedule of Assets, totaling $4.1M 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 | BRIDGER ORTHOPEDICS AND SPORTS MEDICINE, P.C. BRIDGER ORTHOPEDICS & SPORTS MEDICINE, P.C. PROFIT SHARING PLAN | BOZEMAN MT | 113 | $30.9M | $2.6M |
| 2 | W.J. BEITLER CO. W.J. BEITLER CO. SAVINGS AND SECURITY PLAN | PITTSBURGH PA | 145 | $16.2M | $1.5M |