Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding AMC HERITAGE R6 in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT TECHNICAL SERVICES 401(K) PS PLAN & TRUST | HOUSTON TX | 541 | $50.8M | $1.5M |
| 2 | DUMMEN NA, INC. DUMMEN NA, INC. 401K RETIREMENT PLAN | COLUMBUS OH | 265 | $23.2M | $1.4M |
| 3 | FRESNO TRUCK CENTER FRESNO TRUCK CENTER 401(K) PLAN |
FRESNO CA |
| 675 |
| $27.3M |
| $956K |
| 4 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT OIL AND GAS 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,274 | $71.9M | $705K |
| 5 | CAMBRIDGE HEALTHTECH INSTITUTE CAMBRIDGE HEALTHTECH HOLDING 401(K) PROFIT SHARING PLAN | NEEDHAM MA | 144 | $26.5M | $704K |
| 6 | COMMONWEALTH BUSINESS BANK COMMONWEALTH BUSINESS BANK 401K PROFIT SHARING PLAN | LOS ANGELES CA | 171 | $20.0M | $410K |
| 7 | EPITEC, INC. EPITEC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SOUTHFIELD MI | 954 | $47.0M | $326K |
| 8 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $140K |
| 9 | STATISTICS & DATA CORPORATION STATISTICS & DATA CORPORATION 401(K) PLAN | TEMPE AZ | 45 | $12.1M | $138K |
| 10 | MOTIONPOINT CORPORATION FSA MOTIONPOINT CORPORATION FSA 401(K) PROFIT SHARING PLAN AND T | COCONUT CREEK FL | 81 | $11.3M | $133K |
