Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Money Market Fund-R6 in their Schedule of Assets, totaling $2.8M 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 | HARTLINE BARGER LLP HARTLINE BARGER LLP 401(K) PROFIT SHARING PLAN | DALLAS TX | 111 | $33.5M | $1.4M |
| 2 | THOMAS ALLEN, INC. THOMAS ALLEN, INCORPORATED PROFIT SHARING PLAN | WEST ST. PAUL MN | 504 | $9.5M | $963K |
| 3 | ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN |
SARTELL MN |
| 133 |
| $45.5M |
| $367K |
| 4 | NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY, INC. NASBA EMPLOYEE 401(K) PLAN | NASHVILLE TN | 139 | $28.5M | $16K |
