Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds American Mutual Fund R6 in their Schedule of Assets, totaling $23.5M 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 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $8.2M |
| 2 | MATRIX TECHNOLOGIES, INC. MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN | MAUMEE OH | 302 | $80.3M | $8.2M |
| 3 | TELADOC HEALTH, INC. |
NEW YORK NY |
| 3,324 |
| $305.9M |
| $3.2M |
| 4 | ZIM INDUSTRIES, INC ZIM INDUSTRIES, INC 401(K) PROFIT SHARING PLAN | FRESNO CA | 148 | $25.6M | $1.2M |
| 5 | FCL BUILDERS, LLC FCL BUILDERS, LLC 401(K) PLAN | ITASCA IL | 264 | $26.0M | $1.0M |
| 6 | ZIMPERIUM, INC. ZIMPERIUM, INC. 401(K) PLAN & TRUST | DALLAS TX | 154 | $10.4M | $720K |
| 7 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $318K |
| 8 | VISIONBANK VISIONBANK 401(K) PLAN | AMES IA | 142 | $12.2M | $211K |
| 9 | INFIRST BANK INFIRST BANK 401(K) PROFIT SHARING PLAN | INDIANA PA | 113 | $11.5M | $210K |
| 10 | GRAND CONCOURSE ACADEMY CHARTE GRAND CONCOURSE ACADEMY CHARTE 401(K) PROFIT SHARING PLAN & TRUST | BRONX NY | 95 | $7.4M | $45K |
