Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Moderate G/I Portfolio R6 in their Schedule of Assets, totaling $3.6M 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 | ORANGE COAST TITLE COMPANY ORANGE COAST TITLE FAMILY OF COMPANIES EMPLOYEE SAVINGS PLAN | SANTA ANA CA | 625 | $73.2M | $2.5M |
| 2 | PARISER DERMATOLOGY SPECIALISTS, LTD. PARISER DERMATOLOGY SPECIALISTS, LTD., 401(K) PROFIT SHARING PLAN | NORFOLK VA | 163 | $18.8M | $1.1M |
