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 America Mutual fund N/A in their Schedule of Assets, totaling $788K 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 | TRANS-SYSTEM, INC. TRANS-SYSTEM, INC. 401(K) PLAN | SPOKANE WA | 722 | $21.9M | $683K |
| 2 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $105K |
