Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Fds American Hi Inc Tr R6 in their Schedule of Assets, totaling $13.7M 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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $11.3M |
| 2 | LEONARD'S EXPRESS, INC. LEONARD'S EXPRESS, INC. 401(K) SAVINGS PLAN | FARMINGTON NY | 585 | $29.9M | $1.2M |
| 3 | THE CENTER FOR DISCOVERY, INC. THE CENTER FOR DISCOVERY RETIREMENT PLAN |
HARRIS NY |
| 1,552 |
| $73.3M |
| $856K |
| 4 | COLUMBUS ONCOLOGY ASSOCIATES, INC. COLUMBUS ONCOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 153 | $29.1M | $324K |
