Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American funds Investment Company of America-R3 in their Schedule of Assets, totaling $2.7M 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 | PACKAGING PERSONIFIED, INC. PACKAGING PERSONIFIED, INC. 401(K) PLAN | CAROL STREAM IL | 191 | $9.5M | $834K |
| 2 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $657K |
| 3 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN |
CHEYENNE WY |
| 77 |
| $11.7M |
| $485K |
| 4 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $404K |
| 5 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. PALACIOS MARINE AND INDUSTRIAL COATINGS 401(K) PLAN | PALACIOS TX | 1,343 | $5.1M | $199K |
| 6 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $43K |
| 7 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $32K |
| 8 | ELMWOOD OF FREMONT, LTD. ELMWOOD COMMUNITIES 401(K) PLAN | GREEN SPRINGS OH | 238 | $3.5M | $17K |
| 9 | CALDWELL AUTOMOTIVE PARTNERS, LLC CALDWELL COUNTRY 401(K) PLAN | CALDWELL TX | 110 | $1.7M | $9K |
