Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Invmt Co of Amer R6 American Funds 0 in their Schedule of Assets, totaling $21.9M 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 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $7.1M |
| 2 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $6.7M |
| 3 | FANNING/HOWEY ASSOCIATES, INC. FANNING/HOWEY ASSOC., INC. 401(K) PS PLAN |
CELINA OH |
| 120 |
| $28.5M |
| $2.3M |
| 4 | GRASSLAND DAIRY PRODUCTS, INC. GRASSLAND DAIRY PRODUCTS PROFIT SHARING PLAN | GREENWOOD WI | 502 | $58.9M | $1.8M |
| 5 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $1.7M |
| 6 | VILLAGE RETIREMENT COMMUNITIES, LLC VILLAGE RETIREMENT COMMUNITIES 401(K) PLAN | GREENVILLE RI | 214 | $6.3M | $670K |
| 7 | EDWARDS BUSINESS MACHINES, INC. EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN | WYOMISSING PA | 134 | $13.6M | $584K |
| 8 | SIERRA BULLETS LLC SIERRA BULLETS LLC 401(K) PROFIT SHARING PLAN | SEDALIA MO | 116 | $11.2M | $365K |
| 9 | WEST POINT DAIRY PRODUCTS, LLC WEST POINT DAIRY PRODUCTS, LLC RETIREMENT | GREENWOOD WI | 329 | $14.3M | $171K |
| 10 | CLOVER FARMS DAIRY LLC CLOVER FARMS DAIRY COMPANY UNION EMPLOYEES 4O1(K) PLAN | READING PA | 220 | $7.0M | $106K |
