Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Investment Company of America R4 Mutual Fund - in their Schedule of Assets, totaling $10.0M 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 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $8.7M |
| 2 | COLVILLE TRIBAL FEDERAL CORPORATION COLVILLE TRIBAL ENTERPRISES CORP. RETIREMENT PLAN | NESPELEM WA | 656 | $17.5M | $759K |
| 3 | TOWN & COUNTRY FEDERAL CREDIT UNION TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN |
SOUTH PORTLAND ME |
| 129 |
| $14.7M |
| $584K |
