Form 5500 Search

American Funds American Mutual RET

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $12.4M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
26
Reported interest (EOY)
$12.4M
Data source
DOL Form 5500 · Schedule D

Plans holding American Funds American Mutual RETranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1SMARTRONIX, LLC
SMX 401(K) PLAN
HOLLYWOOD
MD
1,333$169.8M$7.0M
2UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE
LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN
MINNEAPOLIS
MN
235$37.8M$1.1M
3NATURESCAPE
NATURESCAPE 401(K) RETIREMENT PLAN
MUSKEGO
WI
289$14.8M$810K
41 SOURCE BUSINESS SOLUTIONS, LLC
1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN
MIDVALE
UT
2,509$41.5M$705K
5BCI, INC. 401(K) PROFIT SHARING PLAN
BCI, INC. 401(K) PROFIT SHARING PLAN
WINDSOR
CT
152$6.5M$566K
6ALLPRO CORPORATION
ALLPRO CORPORATION 401(K) RETIREMENT PLAN
TAMPA
FL
1,398$28.8M$538K
7MCCOURT EQUIPMENT
MCCOURT EQUIPMENT SAFE HARBOR 401K PLAN
LA GRANGE
TX
158$9.3M$446K
8DYNAMIC RESEARCH, INC.
DYNAMIC RESEARCH, INC. RETIREMENT PLAN
TORRANCE
CA
30$340K
9LEAN TECHNIQUES, INC.
LEAN TECHNIQUES INC 401K PLAN
JOHNSTON
IA
139$14.5M$238K
10MOUNTZ, INC.
MOUNTZ, INC. 401(K) PROFIT SHARING PLAN & TRUST
SAN JOSE
CA
78$8.3M$133K
See all 26 plans holding American Funds American Mutual RET
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Plans holding American Funds American Mutual RET — Form 5500