Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Amcap R4 in their Schedule of Assets, totaling $18.3M 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 | KUBOTA TRACTOR CORP. KUBOTA TRACTOR 401(K) PLAN | GRAPEVINE TX | 1,490 | $164.4M | $12.3M |
| 2 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $3.5M |
| 3 | MARSHALL BROWNING HOSPITAL ASSOCIATION MARSHALL BROWNING HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN |
DU QUOIN IL |
| 310 |
| $16.6M |
| $1.5M |
| 4 | SYNECTICS INC. THE SYNECTICS INC. INVESTMENT SAVINGS RETIREMENT PLAN | CHICAGO IL | 212 | $5.6M | $571K |
| 5 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $215K |
| 6 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $72K |
| 7 | STAR PLASTICS MANUFACTURING GORUP LLC STAR PLASTICS MANUFACTURING GROUP LLC 401(K) PLAN | MILLWOOD WV | 148 | $8.7M | $60K |
