Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Amfds Gr Fd Am R6 in their Schedule of Assets, totaling $5.5M 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 | JASCO PRODUCTS COMPANY LLC JASCO PRODUCTS COMPANY LLC 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 324 | $49.0M | $2.8M |
| 2 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $1.3M |
| 3 | GRANNAS BROTHERS |
HOLLIDAYSBURG PA |
| 112 |
| $14.8M |
| $801K |
| 4 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $619K |
| 5 | COKINOS & YOUNG, A PROFESSIONAL COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | HOUSTON TX | 149 | $35.4M | $507 |
