Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Capital Research and Mgmt Co Am Fds Bd Fd of Am R6 Fd in their Schedule of Assets, totaling $4.6M 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 | FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN | GENEVA IL | 255 | $45.6M | $3.5M |
| 2 | ROBERT R MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN | CHICAGO IL | 148 | $26.6M | $446K |
| 3 | ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION |
BALTIMORE MD |
| 143 |
| $24.0M |
| $347K |
| 4 | ROBERT R. MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLAN | CHICAGO IL | 99 | $18.2M | $268K |
