Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Preservation Portfolio-R2 Mutual fund in their Schedule of Assets, totaling $30K 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 | CROSS CITY LUMBER CROSS CITY LUMBER 401(K) PLAN | CROSS CITY FL | 99 | $855K | $19K |
| 2 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $11K |
