Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds American Mutual Fund R5 N/A in their Schedule of Assets, totaling $1.1M 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 | SOMERSET HOSPITAL SOMERSET HOSPITAL 403(B) PLAN | SOMERSET PA | 525 | $32.3M | $1.1M |
