Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMERICAN FUNDS INCOME FUND OF AMER R5E Mutual Fund N/A in their Schedule of Assets, totaling $1.6M 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 | L.G. EVERIST, INCORPORATED L. G. EVERIST, INC. 401(K) PLAN | SIOUX FALLS SD | 414 | $34.7M | $1.6M |
