Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Amfunds Cap Wrld Gr Inc - R6 in their Schedule of Assets, totaling $21.7M 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 | KOCH & CO., INC. KOCH & CO., INC. 401(K) PLAN | SENECA KS | 605 | $19.6M | $1.8M |
| 2 | FINLEY ENGINEERING COMPANY, INC. FINLEY ENGINEERING 401(K) PLAN | LAMAR MO | 248 | $26.9M | $1.7M |
| 3 | JCJ BUSINESS CORP, INC. JCJ ARCHITECTURE 401(K) PLAN |
HARTFORD CT |
| 172 |
| $41.6M |
| $1.5M |
| 4 | WORLD TRAVEL, INC. WORLD TRAVEL, INC. 401(K) PLAN | DOUGLASSVILLE PA | 488 | $40.9M | $1.3M |
| 5 | GLOBE TAX SERVICES, INC. GLOBE TAX 401(K) PLAN | NEW YORK NY | 148 | $45.0M | $1.1M |
| 6 | ACE MART RESTAURANT SUPPLY CO. ACE MART RESTAURANT SUPPLY CO 401(K) PLAN | SAN ANTONIO TX | 264 | $21.9M | $1.1M |
| 7 | SEPRO CORPORATION SEPRO CORPORATION 401(K) SAVINGS PLAN | CARMEL IN | 119 | $28.3M | $789K |
| 8 | CHEMICAL SERVICES, INC. CHEMGROUP 401(K) PLAN | CLEVELAND TN | 173 | $13.3M | $743K |
| 9 | PCH HOTELS AND RESORTS, INC. PCH HOTELS AND RESORTS, INC. 401(K) PLAN | MOBILE AL | 1,342 | $28.3M | $736K |
| 10 | EPCON COMMUNITIES SERVICES, LLC EPCON COMMUNITIES 401(K) PLAN | DUBLIN OH | 198 | $21.9M | $661K |
