Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American High-Income Trust-R5 in their Schedule of Assets, totaling $40K 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 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $23K |
| 2 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $15K |
| 3 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST |
PINEY FLATS TN |
| 128 |
| $4.4M |
| $2K |
