Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Inc Fund of Amer R6 Mutual fund in their Schedule of Assets, totaling $893K 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 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $454K |
| 2 | MODERN HOLDINGS, INC. MODERN PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 98 | $14.6M | $406K |
| 3 | NEVELL GROUP, INC NGI 401(K) SAVINGS PLAN |
BREA CA |
| 156 |
| $21.5M |
| $33K |
