Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Amer Funds Moderate G/I Portfolio R6 Mutual fund in their Schedule of Assets, totaling $3.2M 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 | MIRION TECHNOLOGIES, INC. MIRION TECHNOLOGIES 401(K) PLAN | ATLANTA GA | 1,329 | $201.3M | $2.8M |
| 2 | CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | LINCOLN RI | 289 | $7.4M | $439K |
| 3 | RADCO RESIDENTIAL, LLC RADCO RESIDENTIAL, LLC 401(K) PLAN |
ATLANTA GA |
| 152 |
| $5.2M |
| $11K |
| 4 | FRESH AMERICAN, LLC FRESH AMERICAN, LLC 401(K) PROFIT SHARING PLAN AND TRUST | PITTSFIELD MA | 0 | $7.0M | $2K |
