Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Inc Fund of Amer R4 Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $1.8M |
| 2 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $386K |
| 3 | LESSARD DESIGN INC. |
VIENNA VA |
| 52 |
| $13.3M |
| $307K |
| 4 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $116K |
