Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding AMF GLOBAL BALANCED FUND - R6 in their Schedule of Assets, totaling $24.1M 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 | DIVERSIFIED GLOBAL GRAPHICS DIVERSIFIED GLOBAL GRAPHICS GROUP NONUNION 401(K) PLAN | JERSEY CITY NJ | 147 | $20.2M | $3.6M |
| 2 | ASUS COMPUTER INTERNATIONAL ASUS COMPUTER INTERNATIONAL 401(K) PS PLAN & TRUST | FREMONT CA | 373 | $45.7M | $3.0M |
| 3 | JUPITER ALUMINUM CORPORATION |
HAMMOND IN |
| 332 |
| $21.2M |
| $2.8M |
| 4 | HEALTH AND WELLNESS PARTNERS HEALTH AND WELLNESS PARTNERS 401(K) PLAN | UPPER SADDLE RIVER NJ | 208 | $14.3M | $2.6M |
| 5 | AUTOCAR, LLC AUTOCAR, LLC RETIREMENT SAVINGS PLAN | HAGERSTOWN IN | 719 | $37.4M | $2.5M |
| 6 | TRANSPORTATION COMMODITIES, INC. TRANSPORTATION COMMODITIES, INC. 401(K) SAVINGS PLAN | COMMERCE CA | 1,330 | $19.3M | $1.7M |
| 7 | DAILY MANAGEMENT, INC. DAILY MANAGEMENT 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 640 | $14.5M | $1.5M |
| 8 | BANK INDEPENDENT INC BANK INDEPENDENT 401(K) PROFIT SHARING PLAN | SHEFFIELD AL | 573 | $45.9M | $1.3M |
| 9 | PROVENIR GROUP HOLDINGS, LLC PROVENIR GROUP HOLDINGS, LLC | PARSIPPANY NJ | 79 | $12.6M | $1.1M |
| 10 | DIVERSIFIED GLOBAL GRAPHICS DG3 LOCAL 318 UNION 401(K) PLAN | JERSEY CITY NJ | 130 | $6.6M | $1.0M |
