Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Bond Fund of America R5E 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 | ADPD HOLDINGS LLC D/B/A NEARU NEARU 401(K) PLAN | CHARLOTTE NC | 1,641 | $25.8M | $439K |
| 2 | CERIUM NETWORKS, INC CERIUM NETWORKS 401(K) PLAN | SPOKANE WA | 136 | $21.1M | $280K |
| 3 | CENTRAL CABLE CONTRACTORS, INC. CENTRAL CABLE CONTRACTORS, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST |
WAUPUN WI |
| 141 |
| $22.7M |
| $268K |
| 4 | STRATA ONCOLOGY, INC. STRATA ONCOLOGY, INC. SAFE HARBOR 401(K) PLAN | NORTHVILLE MI | 32 | $4.5M | $71K |
| 5 | INFAITH INFAITH 401(K) PLAN | EXTON PA | 130 | $8.1M | $44K |
| 6 | JRC MECHANICAL, LLC JRC MECHANICAL, LLC 401(K) PLAN | CHESAPEAKE VA | 151 | $2.9M | $8K |
| 7 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT NON UNION 401(K) PLAN | SAGINAW MI | 529 | $5.0M | $4K |
