Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds AMCAP Fund R5E " 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRADFORD & BIGELOW, INC. BRADFORD & BIGELOW, INC. 401(K) PLAN | NEWBURYPORT MA | 183 | $15.3M | $1.6M |
| 2 | WALTHER FARMS LLC WALTHER FARMS LLC 401(K) PLAN | THREE RIVERS MI | 371 | $13.7M | $162K |
| 3 | NORTHPOINT RECOVERY HOLDINGS LLC NORTHPOINT RECOVERY HOLDINGS PROFIT SHARING/401(K) PLAN |
MERIDIAN ID |
| 353 |
| $2.6M |
| $144K |