Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Bond Fund of America R3 Fund Mutual fund in their Schedule of Assets, totaling $1.2M 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 | PERSONAL TOUCH HOME CARE OF NY., INC. PERSONAL TOUCH 401(K) PLAN | LAKE SUCCESS NY | 1,519 | $17.8M | $1.1M |
| 2 | ENCORE ENTERPRISES, INC. ENCORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,716 | $8.0M | $25K |
