Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds Gr and Inc Port R-6 in their Schedule of Assets, totaling $1.0M 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 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN | BUFFALO NY | 129 | $25.9M | $774K |
| 2 | MGC CONTRACTORS, INC. MGC CONTRACTORS, INC. 401(K) PLAN | PHOENIX AZ | 284 | $17.8M | $189K |
| 3 | SPRINGBOARD SOCIAL ENTERPRISES SPRINGBOARD SOCIAL ENTERPRISES RETIREMENT PLAN |
LADERA RANCH CA |
| 38 |
| $4.5M |
| $50K |
| 4 | STRATEGIC BENEFITS PLUS, LLC STRATEGIC BENEFITS PLUS, LLC 401(K) PLAN | FLOWOOD MS | 360 | $3.8M | $14K |
