Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Invest Co of America R3 Mutual fund in their Schedule of Assets, totaling $335K 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 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, INC. RETIREMENT PLAN | CORTLAND NY | 100 | $6.2M | $192K |
| 2 | BELAIR BUILDERS, INC. BELAIR BUILDERS, INC. 401(K) PROFIT SHARING PLAN | NEW BRIGHTON MN | 162 | $5.5M | $80K |
| 3 | DISTRIBUTION SOLUTIONS INC |
HARRISON AR |
| 124 |
| $4.2M |
| $49K |
| 4 | SOUTHEAST FOODS LLC SOUTHEAST FOODS LLC 401(K) PROFIT SHARING PLAN & TRUST | MONROE LA | 210 | $19.5M | $14K |
