Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN FUNDS INVMT CO OF AMERICA R2 Mutual Fund in their Schedule of Assets, totaling $514K 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 | TACOMA GLASS TGM RETIREMENT PLAN | LAKEWOOD WA | 183 | $6.1M | $395K |
| 2 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $116K |
| 3 | KIMBERTON WHOLE FOODS KIMBERTON WHOLE FOODS 401(K) PLAN |
KIMBERTON PA |
| 214 |
| $4.6M |
| $3K |
