Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Fdmntl Inv R6 Pooled separate account in their Schedule of Assets, totaling $2.8M 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 | ENNIS STEEL INDUSTRIES, INC. ENNIS STEEL INDUSTRIES, INC. 401(K) PLAN | ENNIS TX | 161 | $10.7M | $1.5M |
| 2 | FRANK C. ALEGRE TRUCKING, INC. FRANK C. ALEGRE TRUCKING, INC. 401(K) PLAN | LODI CA | 255 | $9.3M | $428K |
| 3 | ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST |
WEST CONCORD MN |
| 315 |
| $26.1M |
| $258K |
| 4 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $176K |
| 5 | BEARING TREE, INC. BEARING TREE, INC. 401(K) PLAN | CHICAGO IL | 190 | $6.8M | $129K |
| 6 | MARK ANDREWS & COMPANY K. E. ANDREWS 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 163 | $13.8M | $112K |
| 7 | GENSERVE LLC GENSERVE LLC 401(K) PROFIT SHARING PLAN | PLAINVIEW NY | 265 | $21.4M | $106K |
| 8 | JR MANUFACTURING, INC. JR MANUFACTURING, INC. 401(K) PLAN | FORT RECOVERY OH | 179 | $13.3M | $66K |
| 9 | TSUNAMI TSOLUTIONS, LLC TSUNAMI TSOLUTIONS, LLC 401(K) PLAN | GLASTONBURY CT | 120 | $10.2M | $30K |
| 10 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $22K |
