Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Mortgage Fund R3 American Funds 0 in their Schedule of Assets, totaling $400K 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 | DISPATCHIT, INC. DISPATCHIT, INC. 401(K) P/S PLAN | MINNEAPOLIS MN | 115 | $6.0M | $400K |
