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 in their Schedule of Assets, totaling $4.4M 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 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS MN | 141 | $25.6M | $2.7M |
| 2 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $871K |
| 3 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN |
TOLEDO OH |
| 446 |
| $46.7M |
| $760K |
| 4 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $1K |
