Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Bond Fund of Amer R4 American Funds 0 in their Schedule of Assets, totaling $1.6M 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 | THE RFA GROUP, INC. THE RFA GROUP RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 500 | $39.9M | $770K |
| 2 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $325K |
| 3 | ROBERT DERECTOR PE PC |
NEW YORK NY |
| 173 |
| $34.4M |
| $261K |
| 4 | JONES LUMBER COMPANY, INC JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN | LYNWOOD CA | 136 | $15.0M | $155K |
| 5 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $57K |
| 6 | NEWPORT INDUSTRIES, INC. NEWPORT INDUSTRIES, INC. 401(K) PLAN | ROLLING MEADOWS IL | 126 | $23.5M | $50K |
| 7 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $30K |
