Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Bond Fund of Amer R5E Registered investment company in their Schedule of Assets, totaling $131K 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 | UCSF HEALTH MEDICAL FOUNDATION UCSF HEALTH MEDICAL FOUNDATION 401(K) PLAN | EMERYVILLE CA | 135 | $11.9M | $81K |
| 2 | GEIB INDUSTRIES, INC. GEIB INDUSTRIES, INC. 401(K) PLAN | BENSENVILLE IL | 118 | $3.4M | $50K |
