Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Ret Income Conserv R6 American Funds 0 in their Schedule of Assets, totaling $1.4M 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 | PANKL HOLDINGS, INC. PANKL HOLDINGS INC & AFFILIATED EMPLOYER 401(K) PLAN | IRVINE CA | 240 | $18.0M | $979K |
| 2 | S Y B CONSTRUCTION COMPANY, INC. S Y B CONSTRUCTION CO., INC 401(K) PLAN & TRUST | VENUS TX | 324 | $5.2M | $380K |