Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Funds Amcap Fund in their Schedule of Assets, totaling $9.4M 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 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2 | APPLETON WI | 258 | $33.7M | $2.4M |
| 2 | BHCARE, INC. BHCARE, INC. RETIREMENT PLAN | NORTH HAVEN CT | 308 | $17.7M | $2.1M |
| 3 | THE MICHAELS ORGANIZATION, LLC THE MICHAELS ORGANIZATION 401(K) PLAN |
CAMDEN NJ |
| 2,700 |
| $100.2M |
| $1.6M |
| 4 | J.C. NEWMAN CIGAR COMPANY J.C. NEWMAN CIGAR EMPLOYEES SAVINGS PLAN | TAMPA FL | 173 | $23.3M | $1.4M |
| 5 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $766K |
| 6 | NORTHERN LOGISTICS, INC. NORTHERN LOGISTICS, INC. 401(K) PLAN | CLARE MI | 321 | $4.8M | $337K |
| 7 | DEPOSCO, INC. DEPOSCO, INC. 401(K) PLAN | ALPHARETTA GA | 186 | $13.3M | $326K |
| 8 | AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION | AKRON OH | 360 | $2.9M | $147K |
| 9 | FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | TORRINGTON CT | 123 | $26.8M | $102K |
| 10 | NEAL MAST & SON GREENHOUSES, INC. NEAL MAST & SON GREENHOUSES, INC. 401K PLAN | GRAND RAPIDS MI | 104 | $9.3M | $96K |