Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Amer Mutual R6 " in their Schedule of Assets, totaling $9.6M 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 | MIDFLORIDA CREDIT UNION MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLAN | LAKELAND FL | 391 | $137.7M | $4.7M |
| 2 | CRYSTAL CLEAN, LLC CRYSTAL CLEAN, LLC RETIREMENT SAVINGS PLAN | HOFFMAN ESTATES IL | 2,067 | $121.8M | $3.9M |
| 3 | LEE MICHAELS JEWELERS, LLC LEE MICHAELS JEWELERS 401K PROFIT SHARING PLAN AND TRUST |
BATON ROUGE LA |
| 168 |
| $11.8M |
| $639K |
| 4 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $192K |
| 5 | GREENFIELD GLOBAL USA INC. GREENFIELD GLOBAL USA RETIREMENT PLAN | BROOKFIELD CT | 256 | $19.5M | $110K |
| 6 | CLASSLINK, INC. CLASSLINK, INC. RETIREMENT SAVINGS PLAN | CLIFTON NJ | 207 | $13.4M | $65K |
| 7 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $39K |
| 8 | INNOVATIVE INJECTION TECHNOLOGIES, INC. INNOVATIVE INJECTION TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 208 | $9.2M | $10K |
| 9 | CO-OPPORTUNITY CONSUMERS' CO-OP, INC. CO-OPPORTUNITY 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 65 | $4.3M | $4K |
