Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Mortgage R6 in their Schedule of Assets, totaling $616K 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 | D-LINK SYSTEMS, INC. D-LINK SYSTEMS, INC. 401(K) PLAN | IRVINE CA | 34 | $16.7M | $148K |
| 2 | VERISTAT, LLC VERISTAT, LLC 401(K) PROFIT SHARING PLAN | SOUTHBOROUGH MA | 158 | $24.9M | $145K |
| 3 | EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA |
| 272 |
| $26.9M |
| $105K |
| 4 | THE VITA COCO COMPANY, INC. THE VITA COCO COMPANY, INC. 401(K) PLAN | NEW YORK NY | 244 | $19.7M | $83K |
| 5 | J BECKER SOLUTIONS INC J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST | WESTLAKE OH | 106 | $17.2M | $62K |
| 6 | AIRBUS ONEWEB SATELLITES AIRBUS U.S. FLORIDA 2, LLC 401(K) PLAN | MERRITT ISLAND FL | 178 | $9.2M | $25K |
| 7 | THE KENNEDY COLLECTIVE, INC. THE KENNEDY COLLECTIVE, INC. 401(K) PLAN | TRUMBULL CT | 484 | $13.7M | $24K |
| 8 | BETTERCLOUD, INC. BETTERCLOUD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 83 | $10.3M | $13K |
| 9 | AVAIL MEDSYSTEMS, INC. AVAIL MEDSYSTEMS, INC. 401(K) PLAN | SANTA CLARA CA | 113 | $2.7M | $11K |
