Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AM FNDS U.S. GOVT SEC FND - R3 in their Schedule of Assets, totaling $601K 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 | FULCRUM DIGITAL, INC. FULCRUM DIGITAL, INC. 401K PLAN | NEW YORK NY | 68 | $3.5M | $365K |
| 2 | AMERAPEX CORPORATION AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 375 | $5.2M | $173K |
| 3 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN |
ST. LOUIS MO |
| 332 |
| $11.8M |
| $42K |
| 4 | NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON NV | 68 | $5.8M | $21K |
