Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amer Funds Moderate G/1 Portfolio R6 Registered Investment Company n/a in their Schedule of Assets, totaling $106K 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 | D & A MCRAE, INC. D & A MCRAE, INC. 401(K) PLAN | SIGURD UT | 136 | $3.9M | $106K |
