Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Bond Fund of Amer R2E* in their Schedule of Assets, totaling $88K 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 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN | SUNSET HILLS MO | 153 | $5.4M | $38K |
| 2 | CITIZENS NATIONAL BANK CITIZENS NATIONAL BANK 401(K) PLAN | SOMERSET KY | 93 | $8.2M | $38K |
| 3 | TEK-EXPERTS (COLORADO), INC. TEK-EXPERTS (COLORADO) 401(K) PLAN |
COLORADO SPRINGS CO |
| 426 |
| $3.0M |
| $9K |
| 4 | CUSANO'S ITALIAN BAKERY, INC CUSANO'S BAKERY 401(K) PLAN | COCONUT CREEK FL | 221 | $6.1M | $3K |
