Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Global Gr Portfolio R-6 Mutual fund in their Schedule of Assets, totaling $169K 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 | TECHSOURCE, INC. TECHSOURCE, INC. 401(K) PROFIT SHARING PLAN | LOS ALAMOS NM | 392 | $20.6M | $114K |
| 2 | SURPLUS LINE ASSOCIATION OF CALIFORNIA SURPLUS LINE ASSOCIATION SAVINGS PLAN | SAN RAMON CA | 177 | $19.2M | $51K |
| 3 | JOHNNYS PIZZA HOUSE, INC. JOHNNYS PIZZA HOUSE, INC. 401K PROFIT SHARING PLAN |
W. MONROE LA |
| 369 |
| $5.2M |
| $3K |
