Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMER FD CAPITAL INC BUILDER R6 Registered Investment Company in their Schedule of Assets, totaling $876K 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 | ROBERT JAMES SALES, INC. ROBERT JAMES SALES, INC. 401(K) PLAN | CHEEKTOWAGA NY | 143 | $16.6M | $659K |
| 2 | ASC ORTHO MANAGEMENT COMPANY, LLC ALIGNED ORTHOPEDIC PARTNERS 401(K) PLAN | BETHESDA MD | 572 | $51.6M | $200K |
| 3 | NITROGEN WEALTH, INC. NITROGEN WEALTH, INC. 401(K) PLAN |
AUBURN CA |
| 107 |
| $12.5M |
| $17K |
