Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AMER MUTUAL FND- R3 in their Schedule of Assets, totaling $2.5M 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 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $1.3M |
| 2 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 200 | $7.0M | $420K |
| 3 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST |
MEDINA NY |
| 205 |
| $8.0M |
| $312K |
| 4 | NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON NV | 68 | $5.8M | $300K |
| 5 | APKUDO, INC APKUDO, INC 401K PROFIT SHARING PLAN | BALTIMORE MD | 179 | $9.1M | $117K |
| 6 | KEHOE DESIGNS, INC. KEHOE DESIGNS 401(K) PLAN | CHICAGO IL | 142 | $4.1M | $91K |
| 7 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $21K |
