Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Investment Company of America Class R-5E Mutual fund in their Schedule of Assets, totaling $435K 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 | ADVANCED INSTRUMENTS, LLC ADVANCED INSTRUMENTS, LLC SAVING AND PROFIT SHARING PLAN | NORWOOD MA | 217 | $38.1M | $435K |
