Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Mortgage R6 Fd in their Schedule of Assets, totaling $1.2M 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 | LIMONEIRA COMPANY LIMONEIRA 401(K) PLAN | SANTA PAULA CA | 238 | $26.4M | $1.2M |
| 2 | TCI HOLDING COMPANY, INC. TCI HOLDING COMPANY, INC. 401(K) PLAN | BERWYN PA | 214 | $18.5M | $27K |
