Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds The Investment Company of America-R5 in their Schedule of Assets, totaling $804K 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 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | PADUCAH KY | 144 | $39.4M | $517K |
| 2 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $151K |
| 3 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN |
AGOURA HILLS CA |
| 236 |
| $6.0M |
| $136K |
