Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds Invmt Co of Amer R5E in their Schedule of Assets, totaling $1.1M 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 | CHEROKEE BRICK & TILE COMPANY CHEROKEE BRICK & TILE COMPANY EMPLOYEE 401(K) PLAN | MACON GA | 359 | $7.6M | $538K |
| 2 | TENNESSEE TRACTOR, LLC TENNESSEE TRACTOR, LLC RETIREMENT SAVINGS PLAN | ALAMO TN | 322 | $16.8M | $288K |
| 3 | WALTHER FARMS LLC WALTHER FARMS LLC 401(K) PLAN |
THREE RIVERS MI |
| 371 |
| $13.7M |
| $171K |
| 4 | SYMPHONY RISK ENTERPRISES, LLC SYMPHONY RISK SOLUTIONS 401(K) PLAN | RICHARDSON TX | 116 | $12.0M | $151K |
