Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Am Fds Bd Fd of Am R6 Fd Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | JACK RESNICK & SONS, INC. JACK RESNICK & SONS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 172 | $40.3M | $1.5M |
| 2 | BENNETT THRASHER, LLP BENNETT THRASHER, LLP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 525 | $69.6M | $497K |
| 3 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN |
BELLINGHAM WA |
| 445 |
| $13.1M |
| $83K |
