Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding AM FND THE GROWTH FND OF AM-R3 in their Schedule of Assets, totaling $16.9M 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 | APEX MILLS CORPORATION APEX MILLS CORPORATION PROFIT SHARING PLAN | INWOOD NY | 237 | $13.9M | $2.1M |
| 2 | MAINSAIL PROPERTY MANAGEMENT, LL MAINSAIL PROPERTY MANAGEMENT 401(K) PLAN | TAMPA FL | 747 | $14.5M | $2.0M |
| 3 | AMERICAN STAIR CORPORATION, INC. AMERICAN STAIR CORPORATION 401(K) EMPLOYEE RETIREMENT PLAN |
HAMMOND IN |
| 97 |
| $17.9M |
| $1.7M |
| 4 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $1.4M |
| 5 | HOLADAY CIRCUITS, INCORPORATED FTG CIRCUITS MINNETONKA, LLC 401(K) PLAN | MINNETONKA MN | 126 | $12.9M | $1.2M |
| 6 | HNB NATIONAL BANK HNB NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HANNIBAL MO | 129 | $12.2M | $1.1M |
| 7 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $838K |
| 8 | TRUMP INTERNATIONAL HOTEL & TOWE TRUMP INTERNATIONAL HOTEL & TOWER CONDOMINIUM 401(K) EMPLOYE | NEW YORK NY | 70 | $14.5M | $808K |
| 9 | GSPANN TECHNOLOGIES, INC. GSPANN TECHNOLOGIES, INC. 401(K) PLAN | MILPITAS CA | 121 | $9.6M | $759K |
| 10 | SPLASHTOP INC. SPLASHTOP INC. 401K PLAN | CUPERTINO CA | 125 | $10.0M | $715K |
