Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Am Fds Am Hi-Inc Trs R6 Fund in their Schedule of Assets, totaling $5.0M 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 | GREENWOOD GENETIC CENTER, INC. 403(B) THRIFT PLAN FOR GREENWOOD GENETIC CENTER | GREENWOOD SC | 195 | $38.0M | $2.0M |
| 2 | VALKYRIE ENTERPRISES, LLC VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH VA | 724 | $87.4M | $1.1M |
| 3 | MELLING TOOL COMPANY THE MELLING EMPLOYEES' 401(K) PLAN |
JACKSON MI |
| 492 |
| $35.6M |
| $618K |
| 4 | GARNET HEALTH MEDICAL CENTER ORANGE REGIONAL MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN | MIDDLETOWN NY | 56 | $80.5M | $527K |
| 5 | THE SPIRATEX COMPANY THE SPIRATEX COMPANY RETIREMENT PLAN | ROMULUS MI | 122 | $30.2M | $96K |
| 6 | DOVEDALE SALES CORP. DOVEDALE SALES CORP. 401(K) PLAN | COMMACK NY | 258 | $16.0M | $93K |
| 7 | WORLEY WAREHOUSING, INC. WORLEY 401(K) PLAN | CEDAR RAPIDS IA | 140 | $13.7M | $89K |
| 8 | WDC ACQUISITION LLC WDC 401(K) AND PROFIT SHARING PLAN | CRESTON IA | 290 | $8.5M | $88K |
| 9 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $72K |
| 10 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN FL | 634 | $30.6M | $68K |
