Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Amfds Am Bal R6 in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JASCO PRODUCTS COMPANY LLC JASCO PRODUCTS COMPANY LLC 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 324 | $49.0M | $2.1M |
| 2 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $1.1M |
| 3 | ZSCHIMMER AND SCHWARZ INC. ZSCHIMMER AND SCHWARZ, INC. 401(K) PLAN |
MILLEDGEVILLE GA |
| 183 |
| $13.6M |
| $552K |
| 4 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $239K |
| 5 | EAU CLAIRE COOPERATIVE HEALTH CENTER EAU CLAIRE COOPERATIVE CENTER 403(B) RETIREMENT PLAN AND TRUST | COLUMBIA SC | 528 | $11.4M | $213K |
| 6 | C.A.S.E. CONSTRUCTION, INC. C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN | EDINBURGH IN | 101 | $4.3M | $11K |
