Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Retire Inc Port-Cnsrv R6 in their Schedule of Assets, totaling $346K 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 | HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA FL | 540 | $36.3M | $181K |
| 2 | COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO 1081.01D SALARY DEFERRAL RETIREMENT PLAN | SAN JUAN PR | 294 | $7.7M | $96K |
| 3 |
NEW ORLEANS LA |
| 146 |
| $3.7M |
| $42K |
| 4 | SWIFT & STALEY INC. SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN | PADUCAH KY | 161 | $14.4M | $26K |
