Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds CSV Growth and Income Portfolio Class R-5E in their Schedule of Assets, totaling $128K 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 | BSC ADMINISTRATION LLC ENDURANCE LIFT HOLDINGS 401(K) PLAN | GAINESVILLE TX | 806 | $21.8M | $128K |
