Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American High-Income Trust-R3 in their Schedule of Assets, totaling $347K 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 | STRATEGIC RESOURCES, INC. STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN | VIENNA VA | 460 | $4.7M | $138K |
| 2 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $100K |
| 3 | EVANS TRANSPORTATION EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN |
DELAFIELD WI |
| 132 |
| $12.0M |
| $57K |
| 4 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $39K |
| 5 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $14K |
