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 in their Schedule of Assets, totaling $7.6M 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 | CWPM, LLC CWPM, LLC 401(K) PROFIT SHARING PLAN | PLAINVILLE CT | 342 | $22.3M | $5.2M |
| 2 | AERODYNE INDUSTRIES LLC AERODYNE INDUSTRIES LLC 401 K PROFIT SHARING PLAN | CAPE CANAVERAL FL | 787 | $70.1M | $857K |
| 3 | MOTIVUS, LLC MOTIVUS, LLC 401(K) PLAN |
IRVING TX |
| 59 |
| $20.0M |
| $308K |
| 4 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $272K |
| 5 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $272K |
| 6 | AGILETHOUGHT, LLC AGILETHOUGHT, INC. 401(K) PLAN | IRVING TX | 109 | $22.1M | $265K |
| 7 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $205K |
| 8 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $101K |
| 9 | THE LIGHTHOUSE FOR THE BLIND IN NEW ORLEANS, INC. LIGHTHOUSE LOUISIANA SAVINGS PLAN | NEW ORLEANS LA | 146 | $3.7M | $32K |
| 10 | THE BUILDING PEOPLE, LLC THE BUILDING PEOPLE, LLC 401(K) PLAN | LEESBURG VA | 443 | $11.9M | $30K |
