Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The American Funds Am FdCap Wld Gth and In R6 Fnd in their Schedule of Assets, totaling $2.9M 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 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $2.6M |
| 2 | ORIANA HOUSE, INC. ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN | AKRON OH | 798 | $24.5M | $342K |
| 3 | ODYSSEY MANAGEMENT SERVICES, INC. OMS 401(K) PLAN |
| 107 |
| $7.5M |
| $24K |
