To my mind, only the US
Nah, I've run production tests with the US. Aside from the fact that there's not enough aluminum on the entire planet to reach a 1:1 ratio of in game plane production versus historical production, she can pull reach her historical production targets across the board (including substantial amounts of Lend-Lease to everyone).
And the plane issue isn't a US problem. It's just a weird mismatch between HOI4 mechanics and real plane production (tons of discussions about it, but the short version is that we can't make as many planes are our historical counterparts, but we end up with more in operation at any one time than they ever did).