Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Amer Fds Inc Fd of Amer R6 Fd in their Schedule of Assets, totaling $20.3M 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 | ALTERMAN GROUP, INC. ALTERMAN GROUP, INC. 401(K) PLAN | LIVE OAK TX | 392 | $28.0M | $7.7M |
| 2 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $5.9M |
| 3 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN |
HAYS KS |
| 1,178 |
| $96.9M |
| $5.8M |
| 4 | TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO TX | 7,872 | $136.8M | $860K |
| 5 | MELLING TOOL COMPANY THE MELLING EMPLOYEES' 401(K) PLAN | JACKSON MI | 492 | $35.6M | $101K |
| 6 | NATIONAL SAFETY APPAREL LLC 401(K) RETIREMENT SAVINGS PLAN NATIONAL SAFETY APPAREL LLC 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 689 | $20.0M | $24K |
