Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Mortgage R6 # in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WRIGHT, LINDSEY & JENNINGS LLP WRIGHT, LINDSEY & JENNINGS LLP PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 106 | $69.5M | $1.1M |
| 2 | D-LINK SYSTEMS, INC. D-LINK SYSTEMS, INC. 401(K) PLAN | IRVINE CA | 34 | $16.7M | $148K |
| 3 | VERISTAT, LLC VERISTAT, LLC 401(K) PROFIT SHARING PLAN |
SOUTHBOROUGH MA |
| 158 |
| $24.9M |
| $145K |
| 4 | EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA AZ | 272 | $26.9M | $105K |
| 5 | THE VITA COCO COMPANY, INC. THE VITA COCO COMPANY, INC. 401(K) PLAN | NEW YORK NY | 244 | $19.7M | $83K |
| 6 | J BECKER SOLUTIONS INC J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST | WESTLAKE OH | 106 | $17.2M | $62K |
| 7 | AIRBUS ONEWEB SATELLITES AIRBUS U.S. FLORIDA 2, LLC 401(K) PLAN | MERRITT ISLAND FL | 178 | $9.2M | $25K |
| 8 | THE KENNEDY COLLECTIVE, INC. THE KENNEDY COLLECTIVE, INC. 401(K) PLAN | TRUMBULL CT | 484 | $13.7M | $24K |
| 9 | BETTERCLOUD, INC. BETTERCLOUD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 83 | $10.3M | $13K |
| 10 | AVAIL MEDSYSTEMS, INC. AVAIL MEDSYSTEMS, INC. 401(K) PLAN | SANTA CLARA CA | 113 | $2.7M | $11K |
