Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Century Strat ALLC: AGRSV R^ in their Schedule of Assets, totaling $206K 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 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $206K |
