Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AMF INCOME FUND OF AMERICA- R4 in their Schedule of Assets, totaling $11.8M 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 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $8.7M |
| 2 | INTERSTATE CHEMICAL COMPANY, INC INTERSTATE CHEMICAL COMPANY 401(K) / PROFIT SHARING PLAN | HERMITAGE PA | 271 | $30.7M | $1.2M |
| 3 | GRATON ECONOMIC DEVELOPMENT AUTH |
ROHNERT PARK CA |
| 2,055 |
| $86.8M |
| $509K |
| 4 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST | VAN NUYS CA | 616 | $39.0M | $501K |
| 5 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN | NASHUA NH | 656 | $36.8M | $436K |
| 6 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $331K |
| 7 | LEWIS PR INC LEWIS PR INC 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 95 | $10.7M | $100K |
