Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AmFds Cap Wld Gr Inc R6 Mutual Funds in their Schedule of Assets, totaling $191K 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 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $183K |
| 2 | THE PORTOPICCOLO GROUP LLC THE EMPLOYEES RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 5,615 | $461K | $8K |
