Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Am FdCap Wld Gth and In R6 Fnd Registered Investment Company in their Schedule of Assets, totaling $380K 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 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE TDA RETIREMENT PLAN | DALLAS TX | 134 | $10.5M | $380K |
