Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Inc Fund of Amer R6 in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AL WARREN OIL COMPANY WARREN'S 401(K) PROFIT SHARING PLAN | HAMMOND IN | 301 | $14.9M | $1.1M |
| 2 | EMPLOYEE BENEFIT MANAGEMENT SERVICES, INC. EBMS RETIREMENT PLAN | BILLINGS MT | 346 | $14.8M | $535K |
| 3 | OSAGE INDUSTRIES, INC. OSAGE INDUSTRIES 401K PLAN |
LINN MO |
| 138 |
| $23.5M |
| $486K |
| 4 | IMAGINE360 SERVICES LLC IMAGINE360 ADMINISTRATORS 401(K) PLAN | WAYNE PA | 919 | $44.2M | $297K |
| 5 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN | ATLANTA GA | 343 | $25.3M | $15K |
