Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AM FND THE BND FND OF AM - R3 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 | AMERICAN STAIR CORPORATION, INC. AMERICAN STAIR CORPORATION 401(K) EMPLOYEE RETIREMENT PLAN | HAMMOND IN | 97 | $17.9M | $821K |
| 2 | SIA PARTNERS US, INC. SIA PARTNERS US, INC. 401K PLAN | NEW YORK NY | 547 | $55.7M | $426K |
| 3 | APKUDO, INC APKUDO, INC 401K PROFIT SHARING PLAN |
BALTIMORE MD |
| 179 |
| $9.1M |
| $148K |
| 4 | FOX RENT A CAR, INC. FOX RENT A CAR, INC. 401(K) PLAN | LOS ANGELES CA | 729 | $9.4M | $77K |
| 5 | SDC PROPERTIES, INC SDC PROPERTIES, INC 401(K) PLAN | HILTON HEAD SC | 211 | $3.6M | $66K |
| 6 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $12K |
| 7 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $11K |
