Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Am Fds Fndmtl Inv R6 fund " in their Schedule of Assets, totaling $1.6M 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 | SHORE UNITED BANK SHORE UNITED BANK 401K PLAN | EASTON MD | 589 | $71.8M | $1.2M |
| 2 | MELLING TOOL COMPANY THE MELLING EMPLOYEES' 401(K) PLAN | JACKSON MI | 492 | $35.6M | $114K |
| 3 | TEAM RONCO INCORPORATED RONCO EMPLOYEES 401(K) SAVINGS PLAN |
CLAYTON NC |
| 137 |
| $31.1M |
| $97K |
| 4 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $67K |
| 5 | POSTAL CENTER INTERNATIONAL, INC POSTAL CENTER INTERNATIONAL, INC. 401(K) PLAN | WESTON FL | 294 | $4.4M | $55K |
| 6 | SOUTHERN INDIANA RESOURCE SOLUTIONS, INC. SIRS 403(B) PLAN | BOONVILLE IN | 132 | $2.4M | $7K |
