Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AM FNDS CAPITAL INC BUILDER-R3 in their Schedule of Assets, totaling $1.2M 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 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $727K |
| 2 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $284K |
| 3 | AMERICAN STAIR CORPORATION, INC. |
HAMMOND IN |
| 97 |
| $17.9M |
| $140K |
| 4 | MUSSELMAN HOTELS, LLC MUSSELMAN HOTELS, LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 267 | $9.9M | $50K |
| 5 | HNB NATIONAL BANK HNB NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HANNIBAL MO | 129 | $12.2M | $29K |
| 6 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $18K |
