Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AM FND THE INCOME FND OF AM-R3 in their Schedule of Assets, totaling $4.7M 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 | $3.6M |
| 2 | MUSSELMAN HOTELS, LLC MUSSELMAN HOTELS, LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 267 | $9.9M | $1.1M |
| 3 | YATES INDUSTRIES, INC. |
ST CLAIR SHORES MI |
| 189 |
| $8.2M |
| $67K |
| 4 | AMRO FABRICATING CORPORATION AMRO FABRICATING CORPORATION 401K PLAN & TRUST | SOUTH EL MONTE CA | 186 | $4.7M | $19K |
| 5 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $3K |
