Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Invmt Co of America R4 Mutual fund in their Schedule of Assets, totaling $5.7M 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 | JANESVILLE SAND & GRAVEL CO. JANESVILLE SAND & GRAVEL CO. AND LYCON INC. SAVINGS & RETIREMENT PLAN | JANESVILLE WI | 297 | $54.7M | $4.1M |
| 2 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $943K |
| 3 | NEFCO HOLDING COMPANY LLC |
EAST HARTFORD CT |
| 1,102 |
| $34.2M |
| $661K |
