Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding K Mutual Funds American Century Funds American Funds New World R6 Mutual Funds in their Schedule of Assets, totaling $260K 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 | WILSONHCG, INC. WILSONHCG, INC. 401K PLAN | TAMPA FL | 410 | $17.0M | $260K |
