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 Retire Inc Port-Cnsrv R6 NA in their Schedule of Assets, totaling $336K 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 | SWANK ENTERPRISES INC SWANK ENTERPRISES INC DAVIS-BACON PENSION PLAN AND TRUST | VALIER MT | 169 | $5.9M | $334K |
| 2 | SPANISH SPRINGS CONSTRUCTION INC SPANISH SPRINGS CONSTRUCTION INC DAVIS-BACON PENSION PLAN & TRUST | RENO NV | 241 | $4.9M | $2K |
