Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds AMCAP R2E - in their Schedule of Assets, totaling $968K 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 | SAGE MILLIMETER INC ERAVANT 401(K) PLAN | TORRANCE CA | 78 | $8.0M | $282K |
| 2 | WILEY METAL FABRICATING, INC. WILEY METAL FABRICATING, INC. 401(K) PLAN | MARION IN | 150 | $3.8M | $245K |
| 3 | TEK-EXPERTS (COLORADO), INC. TEK-EXPERTS (COLORADO) 401(K) PLAN |
COLORADO SPRINGS CO |
| 426 |
| $3.0M |
| $155K |
| 4 | CUSANO'S ITALIAN BAKERY, INC CUSANO'S BAKERY 401(K) PLAN | COCONUT CREEK FL | 221 | $6.1M | $147K |
| 5 | CITIZENS NATIONAL BANK CITIZENS NATIONAL BANK 401(K) PLAN | SOMERSET KY | 93 | $8.2M | $127K |
| 6 | JMR EMPLOYEES, LLC JMR EMPLOYEES 401(K) PLAN | MIDLAND TX | 267 | $2.1M | $12K |
