Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Am Fds Bd Fd of Am R6 Fd in their Schedule of Assets, totaling $15.6M 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 | HBD INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN FOR EMPLOYEES OF HBD INDUSTRIES, INC. AND SUBSIDIARIES | DUBLIN OH | 769 | $66.1M | $3.7M |
| 2 | FELLOWSHIP OF CHRISTIAN ATHLETES FELLOWSHIP OF CHRISTIAN ATHLETES RETIREMENT/401(K) PLAN | KANSAS CITY MO | 3,144 | $118.1M | $2.2M |
| 3 | BI-CON SERVICES, INC. |
DERWENT OH |
| 381 |
| $69.3M |
| $1.9M |
| 4 | DAKOTA SUPPLY GROUP, INC. DAKOTA SUPPLY GROUP, INC. 401(K) PLAN | PLYMOUTH MN | 1,035 | $77.6M | $1.7M |
| 5 | PORTLAND AIR FREIGHT, INC. PORTLAND AIR FREIGHT, INC. RETIREMENT SAVINGS PLAN | SCARBOROUGH ME | 99 | $5.5M | $1.5M |
| 6 | PIEDMONT TRIAD ANESTHESIA PA PIEDMONT TRIAD ANESTHESIA RETIREMENT PLAN | WINSTON SALEM NC | 65 | $40.6M | $1.5M |
| 7 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $1.2M |
| 8 | MELLING TOOL COMPANY THE MELLING EMPLOYEES' 401(K) PLAN | JACKSON MI | 492 | $35.6M | $296K |
| 9 | BOHEMIA INTERACTIVE SIMULATIONS, INC. BOHEMIA INTERACTIVE SIMULATIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 114 | $12.7M | $268K |
| 10 | HAZEN PAPER COMPANY HAZEN PAPER COMPANY RETIREMENT PROGRAM | HOLYOKE MA | 39 | $12.0M | $242K |
