Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Fds Gr Fd of America R4 in their Schedule of Assets, totaling $14.5M 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 | SHIMADZU SCIENTIFIC INSTRUMENTS, INC. SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN | COLUMBIA MD | 582 | $114.5M | $8.1M |
| 2 | PERSPECTIVES CORPORATION PERSPECTIVES CORPORATION 401K SAVINGS PLAN | NORTH KINGSTOWN RI | 433 | $27.5M | $4.4M |
| 3 | IONBOND LLC IONBOND LLC SAVINGS INCENTIVE PLAN |
MADISON HEIGHTS MI |
| 208 |
| $15.8M |
| $2.0M |
