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 R5E in their Schedule of Assets, totaling $1.9M 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 | AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT NY | 164 | $23.6M | $999K |
| 2 | DYERSVILLE READY MIX, INC. BARD MATERIALS 401(K) PLAN | DYERSVILLE IA | 266 | $37.8M | $817K |
| 3 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN |
ORLANDO FL |
| 202 |
| $7.2M |
| $64K |
| 4 | BRANDON ADVERTISING, INC. BRANDON ADVERTISING, INC. 401(K) PLAN | MYRTLE BEACH SC | 146 | $13.4M | $51K |
