Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amer Funds Amer Bal R3 Mutual Fund - in their Schedule of Assets, totaling $859K 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 | PETTIT KOHN INGRASSIA LUTZ & DOLIN PC PETTIT KOHN INGRASSIA LUTZ & DOLIN PC 401K PLAN | SAN DIEGO CA | 129 | $15.3M | $859K |
