Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Americn Fnd The Grw Fd Of Amr Inv Opt R3 in their Schedule of Assets, totaling $1.7M 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 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $878K |
| 2 | MERCY UNIVERSITY MERCY UNIVERSITY RETIREMENT PLAN | DOBBS FERRY NY | 785 | $121.4M | $829K |
