Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Investment Company of America R6 Mutual fund in their Schedule of Assets, totaling $66.8M 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 | ELECTRONIC ARTS INC. ELECTRONIC ARTS INC. 401(K) PLAN | REDWOOD CITY CA | 4,870 | $1.3B | $64.0M |
| 2 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $1.7M |
| 3 | SIGNATURE PERFORMANCE INC SIGNATURE PERFORMANCE, INC. 401(K) PROFIT SHARING PLAN |
OMAHA NE |
| 1,004 |
| $26.9M |
| $903K |
| 4 | NEWBURY FRANKLIN INDUSTRIALS LLC NFI 401(K) PLAN | BUFFALO NY | 351 | $8.2M | $168K |
| 5 | LOBAR, INC. LOBAR RETIREMENT PLAN | DILLSBURG PA | 254 | $28.2M | $110K |
| 6 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $6K |
