Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Invest Co America R3 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 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $1.2M |
