Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Invmt Co of Amer R3 in their Schedule of Assets, totaling $482K 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 | TRANSYLVANIA VOCATIONAL SERVIC TRANSYLVANIA VOCATIONAL SERVIC 401(K) PROFIT SHARING PLAN & TRUST | BREVARD NC | 201 | $3.3M | $382K |
| 2 | SERVIS ONE INC. DBA BSI FINANCIAL SERVICES, INC. SERVIS ONE INC 401(K) PROFIT SHARING PLAN | TITUSVILLE PA | 266 | $7.9M | $100K |
