Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amer Funds US Govt Sec R4 Fd in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RICHMOND EYE & EAR HEALTHCARE ALLIANCE, INC. RICHMOND EYE & EAR HEALTHCARE ALLIANCE, INC. 401(K) PLAN | RICHMOND VA | 181 | $17.9M | $1.5M |
| 2 | CLARK & ENERSEN, INC. CLARK & ENERSEN, INC. RETIREMENT PLAN | LINCOLN NE | 181 | $36.2M | $744K |
| 3 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN |
WEST CONSHOHOCKEN PA |
| 249 |
| $39.3M |
| $95K |