Even if a company does not want to participate or is not compelled to do so, the US government has very significant capacity to break into and co-opt systems (all the way from targeted surveillance of individuals by intercepting and bugging hardware to tapping undersea cables to indiscriminately hoover up communications).
So when people say that Kaspersky might be forced to go along with Russian intelligence, the same goes for American tech companies and US intelligence. There is indeed a 4th Amendment that is supposed to protect Americans, but the last two decades have shown that the government is perfectly willing to ignore that legal restriction.
The US has the most extensive global surveillance system in the world. US intelligence services receive about as much funding as the entire Russian military. I have no doubt that Russia tries very hard to engage in extensive foreign surveillance, but its not in the same league as the US.