Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding AMER FND GR FND OF AMERICA-R4 in their Schedule of Assets, totaling $39.9M 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 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $11.5M |
| 2 | ADVANCED DIGITAL DATA, INC. ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN | FLANDERS NJ | 131 | $32.2M | $6.7M |
| 3 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN |
JUPITER FL |
| 324 |
| $42.0M |
| $3.9M |
| 4 | PHOENIX INTERNATIONAL HOLDINGS, PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN | LARGO MD | 178 | $22.2M | $3.8M |
| 5 | ENTERPRISE ASSOCIATES, LLC ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN | NORWOOD MA | 513 | $25.6M | $3.8M |
| 6 | VOLTAGE MULTIPLIERS, INC. VOLTAGE MULTIPLIERS, INC. 401(K) PLAN | VISALIA CA | 186 | $17.4M | $3.7M |
| 7 | AGENCY HOLDING COMPANY AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN | HANOVER MD | 203 | $26.5M | $3.3M |
| 8 | ALLEGIS CORPORATION ALLEGIS CORPORATION RETIREMENT PLAN | SPRING LAKE PARK MN | 134 | $19.9M | $1.8M |
| 9 | PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER MI | 143 | $14.2M | $492K |
| 10 | ADVANCE ENGINEERING COMPANY ADVANCE ENGINEERING COMPANY RETIREMENT SAVINGS PLAN | CANTON MI | 41 | $4.8M | $491K |
