Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Inc Fund of Amer R4 in their Schedule of Assets, totaling $4.4M 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 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $4.3M |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $52K |
| 3 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN |
NEW YORK NY |
| 173 |
| $18.0M |
| $18K |
