Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Amer Fund Cap Wld Bnd R6 Fund in their Schedule of Assets, totaling $10.5M 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 | MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY MN | 234 | $72.7M | $5.4M |
| 2 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $2.2M |
| 3 | SOUTHERN MICHIGAN BANCORP, INC. |
COLDWATER MI |
| 242 |
| $22.5M |
| $1.4M |
| 4 | SILVER STATE SCHOOLS CREDIT UNION SILVER STATE SCHOOLS CREDIT UNION DEFINED BENEFIT PLAN | LAS VEGAS NV | 21 | $19.0M | $755K |
| 5 | STEARNS FINANCIAL SERVICES, INC. STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST | ST. CLOUD MN | 488 | $37.2M | $230K |
| 6 | COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES EMPLOYEE BENEFIT PLAN OF THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES | TUCSON AZ | 119 | $29.7M | $179K |
| 7 | GREAT LAKES DENTAL PARTNERS, LLC GREAT LAKES DENTAL PARTNERS 401(K) PLAN | CHICAGO IL | 342 | $5.8M | $75K |
| 8 | HELLO! DESTINATION MANAGEMENT, LLC HELLO! DESTINATION MANAGEMENT SAVINGS PLAN | ORLANDO FL | 321 | $22.7M | $52K |
| 9 | NFM, INC. NFM, INC. 401(K) PLAN | LINTHICUM MD | 1,020 | $63.1M | $51K |
| 10 | PORTLAND AIR FREIGHT, INC. PORTLAND AIR FREIGHT, INC. RETIREMENT SAVINGS PLAN | SCARBOROUGH ME | 99 | $5.5M | $51K |
