Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AF Amer Mutual R6 Registered Investment Company in their Schedule of Assets, totaling $37.9M 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 | LEVI STRAUSS & CO. LEVI STRAUSS & CO. INVESTMENT PLAN MASTER TR - DC | SAN FRANCISCO CA | — | $1.1B | $13.6M |
| 2 | LEVI STRAUSS & CO. EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO. | SAN FRANCISCO CA | 6,160 | $1.0B | $13.0M |
| 3 | MUELLER GROUP, LLC MUELLER GROUP, LLC DC MASTER TRUST |
ATLANTA GA |
| — |
| $289.5M |
| $7.4M |
| 4 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN | CHICAGO IL | 395 | $181.0M | $2.5M |
| 5 | PHILLIPS INDUSTRIES, INC. PHILLIPS INDUSTRIES RETIREMENT PLAN | SANTA FE SPRINGS CA | 223 | $26.5M | $1.1M |
| 6 | SOUNDTHINKING, INC. SOUNDTHINKING, INC. 401(K) PLAN | FREMONT CA | 323 | $18.2M | $211K |
| 7 | GREENLIGHT FINANCIAL TECHNOLOGY, INC. GREENLIGHT 401(K) PLAN | ATLANTA GA | 299 | $32.4M | $77K |
