Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds American Funds American Mutual Fund® Class R-6 in their Schedule of Assets, totaling $22.3M 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 | GKN DRIVELINE NORTH AMERICA, INC. GKN U.S. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 3,047 | $394.3M | $8.2M |
| 2 | FIRST COMMUNITY BANCSHARES, INC. FIRST COMMUNITY BANCSHARES, INC.EMPLOYEES' PROFIT SHARING PLAN | KILLEEN TX | 2,688 | $142.3M | $5.5M |
| 3 | FIRST COMMONWEALTH FEDERAL CREDIT UNION |
LEHIGH VALLEY PA |
| 260 |
| $28.6M |
| $2.6M |
| 4 | SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN | CULVER CITY CA | 2,525 | $56.7M | $1.3M |
| 5 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $1.2M |
| 6 | ALDERCREST DEVELOPMENT CORP. ALDERCREST DEVELOPMENT CORP. 401(K) P/S PLAN | OLD BRIDGE NJ | 275 | $7.4M | $619K |
| 7 | ARROW TANK & ENGINEERING COMPANY ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN | COON RAPIDS MN | 111 | $9.8M | $561K |
| 8 | LANGUAGE SERVICES ASSOCIATES, INC. LANGUAGE SERVICES ASSOCIATES, INC. 401(K) PLAN | HORSHAM PA | 246 | $12.4M | $531K |
| 9 | STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN | FRANKENMUTH MI | 401 | $38.8M | $342K |
| 10 | TRIBORO ADMINISTRATIVE SERVICES, LLC RENDR CARE PHYSICIANS 401(K) PLAN | NEW YORK NY | 1,351 | $36.1M | $334K |
