Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Hi Inc Tr R4 American Funds 0 in their Schedule of Assets, totaling $822K 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 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN | NEWTOWN SQUARE PA | 149 | $31.0M | $508K |
| 2 | SOUTHEAST MORTGAGE OF GEORGIA, INC. SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN | DULUTH GA | 147 | $10.0M | $196K |
| 3 | OLDS PRODUCTS CO. OF ILLINOIS OLDS PRODUCTS COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN |
PLEASANT PRAIRIE WI |
| 197 |
| $14.6M |
| $118K |
