Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Bond Fund of Amer R5 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 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $983K |
| 2 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $70K |
| 3 | MAGRUDER EYE INSTITUTE MAGRUDER EYE INSTITUTE 401(K) PLAN |
ORLANDO FL |
| 206 |
| $20.2M |
| $3K |
