Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Bond Fund of Amer R4 Mutual Fund 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 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $688K |
| 2 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $644K |
| 3 | WEAVER INVESTMENT COMPANY WEAVER INVESTMENT COMPANY 401(K) MASTER TRUST |
GREENSBORO NC |
| — |
| $6.5M |
| $211K |
| 4 | MAIN STREET PROPERTY GROUP LLC MAINSTREET, INSITE, GENCAP 401(K) PLAN | KIRKLAND WA | 123 | $9.3M | $30K |
