Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Gr and Inc Port R-6 Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $1.3M |
| 2 | ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 104 | $31.7M | $1.1M |
| 3 | DALENE HARDWOOD FLOORING CO., INC. |
SOUTH WINDSOR CT |
| 83 |
| $10.2M |
| $762K |
| 4 | TECHSOURCE, INC. TECHSOURCE, INC. 401(K) PROFIT SHARING PLAN | LOS ALAMOS NM | 392 | $20.6M | $386K |
| 5 | ORION ICS, LLC ORION ICS, LLC PROFIT SHARING PLAN | CARY NC | 163 | $21.9M | $219K |
| 6 | VIERBICHER ASSOCIATES, INC. VIERBICHER ASSOCIATES, INC. 401(K) PLAN | REEDSBURG WI | 110 | $18.1M | $37K |
| 7 | I.M.G. ENTERPRISE INC CHERRYLAKE'S 401(K) PLAN | GROVELAND FL | 441 | $7.1M | $28K |
| 8 | FUELCOMM, INC STACKLINE 401(K) PLAN | SEATTLE WA | 212 | $17.0M | $18K |
| 9 | HOFFMAN ENTERPRISES HOFFMAN ENTERPRISES 401(K) SAVINGS PLAN | EAST HARTFORD CT | 440 | $29.6M | $17K |
| 10 | JOHNNYS PIZZA HOUSE, INC. JOHNNYS PIZZA HOUSE, INC. 401K PROFIT SHARING PLAN | W. MONROE LA | 369 | $5.2M | $3K |
