Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds American Mutual Fund; Class R6 in their Schedule of Assets, totaling $5.1M 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 | MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN | OMAHA NE | 113 | $89.4M | $2.7M |
| 2 | WINGATE SENIOR LIVING, LLC WINGATE LIVING INVESTMENT PLAN | NEWTON MA | 1,226 | $25.5M | $1.1M |
| 3 | PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERS |
DOWNERS GROVE IL |
| 153 |
| $24.4M |
| $902K |
| 4 | SYCOMP, A TECHNOLOGY COMPANY, INC. SYCOMP INC. 401(K) PLAN | BURLINGAME CA | 193 | $22.6M | $316K |
| 5 | SEEQ CORPORATION SEEQ 401(K) PLAN | SEATTLE WA | 184 | $20.9M | $67K |
| 6 | JOHN S. JAMES CO. JOHN S. JAMES CO. 401(K) RETIREMENT PLAN | GARDEN CITY GA | 154 | $10.7M | $23K |
