Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Interm Bd Fd of Amer R4 Mutual fund in their Schedule of Assets, totaling $3.7M 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 | JANESVILLE SAND & GRAVEL CO. JANESVILLE SAND & GRAVEL CO. AND LYCON INC. SAVINGS & RETIREMENT PLAN | JANESVILLE WI | 297 | $54.7M | $3.4M |
| 2 | HAMILTON CENTER, INC. HAMILTON CENTER, INC. RETIREMENT PLAN | TERRE HAUTE IN | 565 | $26.4M | $177K |
| 3 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST |
VIENNA VA |
| 52 |
| $13.3M |
| $105K |
| 4 | CROSBY ENERGY SERVICES, INC. CROSBY 401(K) RETIREMENT PLAN | CUT OFF LA | 329 | $8.4M | $4K |
