Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds American Mutual - in their Schedule of Assets, totaling $4.5M 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 | A. FINKL & SONS CO. FINKL STEEL SAVINGS PLAN | CHICAGO IL | 322 | $44.0M | $2.1M |
| 2 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $593K |
| 3 | FN TECH FNTECH 401(K) PROFIT SHARING PLAN |
SANTA ANA CA |
| 112 |
| $5.9M |
| $442K |
| 4 | KITTSON MEMORIAL HOSPITAL ASSOCIATION KITTSON MEMORIAL HOSPITAL ASSOCIATION DBA KITTSON HEALTHCARE TAX DEFERRED ANNUITY PLAN | HALLOCK MN | 273 | $5.4M | $308K |
| 5 | AGILOFT, INC. AGILOFT, INC. 401(K) PLAN | REDWOOD CITY CA | 236 | $11.5M | $299K |
| 6 | STREAM-FLO USA, INC. STREAM-FLO 401(K)PLAN | HOUSTON TX | 239 | $9.5M | $233K |
| 7 | ROCKET LAB USA INC. ROCKET LAB USA 401(K) PLAN | LONG BEACH CA | 325 | $9.0M | $201K |
| 8 | SIDECAR HR LLC SIDECAR HR 401(K) PLAN | ORLANDO FL | 1,286 | $35.6M | $197K |
| 9 | BURNS INDUSTRIAL EQUIPMENT, INC. BURNS INDUSTRIAL EQUIPMENT, INC. 401(K) SAVINGS PLAN | WARRENDALE PA | 238 | $30.8M | $95K |
