Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds AMCAP Fund R6 Registered investment company in their Schedule of Assets, totaling $2.5M 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 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN | BALTIMORE MD | 353 | $50.8M | $1.4M |
| 2 | PEDIATRIC DENTISTRY AND ORTHODONTICS OF CHATTANOOGA PEDIATRIC DENTISTRY & ORTHODONTICS OF CHATTANOOGA PARTNERSHIP 401(K) PLAN | CHATTANOOGA TN | 135 | $10.9M | $533K |
| 3 | JACKSON MARKETING GROUP, INC. |
SIMPSONVILLE SC |
| 81 |
| $9.3M |
| $439K |
| 4 | NOBULL, LLC NOBULL, LLC 401(K) PLAN | BOSTON MA | 116 | $6.4M | $105K |
