Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding AMERICAN FUNDS INV CO OF AM R6 in their Schedule of Assets, totaling $17.0M 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 | CRYOGENIC INDUSTRIES, INC. CRYOGENIC INDUSTRIES 401(K) PLAN | TEMECULA CA | 854 | $63.7M | $10.9M |
| 2 | ACE MART RESTAURANT SUPPLY CO. ACE MART RESTAURANT SUPPLY CO 401(K) PLAN | SAN ANTONIO TX | 264 | $21.9M | $1.9M |
| 3 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN |
ONTARIO CA |
| 112 |
| $18.0M |
| $1.5M |
| 4 | AIRTEX MANUFACTURING, LLLP AIRTEX MANUFACTURING 401(K) RETIREMENT PLAN | DE SOTO KS | 269 | $19.5M | $1.1M |
| 5 | LIVINITI INTERMEDIATE II, LLC LIVINITI INTERMEDIATE II, LLC 401(K) PLAN | NATCHITOCHES LA | 375 | $13.4M | $377K |
| 6 | CC METALS AND ALLOYS, LLC CC METALS AND ALLOYS, LLC 401(K) PLAN | CALVERT CITY KY | 138 | $17.3M | $358K |
| 7 | MORTGAGE 1 INC. MORTGAGE 1 INC. 401(K) P/S PLAN | STERLING HEIGHTS MI | 227 | $18.9M | $346K |
| 8 | QUINCY RECYCLE PAPER INC. QUINCY RECYCLE PAPER INC. EMPLOYEES SAVINGS TRUST | QUINCY IL | 262 | $20.7M | $237K |
| 9 | BLUEMONT GROUP HOLDINGS, LLC BLUEMONT GROUP HOLDINGS, LLC 401(K) PLAN | KNOXVILLE TN | 692 | $2.8M | $94K |
| 10 | ADAPTAS SOLUTIONS, LLC ADAPTAS SOLUTIONS, LLC 401(K) PLAN | PALMER MA | 0 | $0 | $67K |
