Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Am Funds Grwth and Inc Port R6 in their Schedule of Assets, totaling $5.4M 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 | VALKYRIE ENTERPRISES, LLC VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH VA | 724 | $87.4M | $5.4M |
| 2 | ALLSTATE SALES GROUP INC ALLSTATE SALES GROUP INC 401(K) PLAN | HOLMDEL NJ | 746 | $12.6M | $22K |
