Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AF Grth Fund Amer R6 Mutual Fund in their Schedule of Assets, totaling $81.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRAVELPORT INC. TRAVELPORT EMPLOYEE SAVINGS PLAN | ATLANTA GA | 727 | $420.6M | $68.3M |
| 2 | NEWFIELDS COMPANIES, LLC NEWFIELDS COMPANIES, LLC 401(K) PLAN | ATLANTA GA | 118 | $60.4M | $4.7M |
| 3 | IRIDEX CORPORATION IRIDEX CORPORATION PROFIT SHARING/401(K) PLAN |
MOUNTAIN VIEW CA |
| 104 |
| $28.9M |
| $3.4M |
| 4 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 325 | $200.6M | $2.5M |
| 5 | SIMON ROOFING & SHEET METAL CORP SIMON ROOFING & SHEET METAL CORP 401K PROFIT SHARING | YOUNGSTOWN OH | 469 | $32.6M | $1.2M |
| 6 | LEVEL ACCESS, INC. LEVEL ACCESS, INC. 401(K) PLAN | ARLINGTON VA | 269 | $25.6M | $628K |
| 7 | IMPERATIVE CARE, INC. IMPERATIVE CARE, INC. 401(K) PLAN | CAMPBELL CA | 465 | $33.1M | $457K |
