Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Bond Fund of Amer R3 Mutual Fund in their Schedule of Assets, totaling $54K 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 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, INC. RETIREMENT PLAN | CORTLAND NY | 100 | $6.2M | $24K |
| 2 | LEVY SCHOOL BUS CO. LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN | TRUMBAUERSVILLE PA | 168 | $4.1M | $21K |
| 3 | BELAIR BUILDERS, INC. |
NEW BRIGHTON MN |
| 162 |
| $5.5M |
| $9K |
