Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Invmt Co of Amer R3 American Funds 0 in their Schedule of Assets, totaling $3.7M 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 | UIDC ADMINISTRATIVE SERVICES DIVISION UIDC 401(K) PLAN | CANYONVILLE OR | 779 | $32.1M | $2.6M |
| 2 | MOBILE AIR TRANSPORT, INC. MOBILE AIR TRANSPORT SAVINGS AND SECURITY PLAN | LATHAM NY | 101 | $5.0M | $589K |
| 3 | AYERS BASEMENT SYSTEMS, LLC AYERS BASEMENT SYSTEMS LLC 401(K) P/S PLAN |
LANSING MI |
| 142 |
| $4.2M |
| $349K |
| 4 | THREE WAY CHEVROLET COMPANY THREE WAY CHEVROLET CO. 401(K) PLAN | BAKERSFIELD CA | 151 | $9.0M | $106K |
