Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Amcap Fund R6 Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $2.6M |
| 2 | ANDERSON AUTOMOTIVE GROUP, INC ANDERSON AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | COCKEYSVILLE MD | 135 | $13.7M | $557K |
| 3 | MARLBOROUGH SCHOOL |
LOS ANGELES CA |
| 146 |
| $59.6M |
| $360K |
| 4 | THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 403B THRIFT PLAN FOR THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. | AKRON OH | 427 | $5.6M | $173K |
| 5 | STAFFMARK INVESTMENT, LLC STAFFMARK/EMS 401(K) SAVINGS PLAN | CINCINNATI OH | 758 | $40.1M | $168K |
| 6 | A&D MORTGAGE LLC A&D MORTGAGE LLC | HOLLYWOOD FL | 175 | $1.6M | $61K |
| 7 | SOUTHLAND STEEL FABRICATORS, INC. SOUTHLAND STEEL FABRICATORS, INC. 401(K) PLAN AND TRUST | AMITE LA | 374 | $4.5M | $32K |
| 8 | STERN & EISENBERG, PC STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST | WARRINGTON PA | 98 | $5.7M | $18K |
