Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds American Funds American Mutual Fund in their Schedule of Assets, totaling $17.8M 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 | THE BELLEVUE HOSPITAL THE BELLEVUE HOSPITAL 401(K) PLAN | BELLEVUE OH | 345 | $50.9M | $4.3M |
| 2 | CASTLETON COMMODITIES INTERNATIONAL LLC CCI RETIREMENT SAVINGS PLAN | STAMFORD CT | 373 | $157.8M | $2.9M |
| 3 | GROCERY DELIVERY E-SERVICES, INC. HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 8,838 |
| $105.6M |
| $1.8M |
| 4 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN | HOUSTON TX | 339 | $93.4M | $1.3M |
| 5 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $1.3M |
| 6 | BERENDSEN, INC. BERENDSEN, INC. RETIREMENT SAVINGS PLAN | TULSA OK | 268 | $40.6M | $1.2M |
| 7 | PROFESSIONAL HOSPITALITY RESOURCES, INC. PROFESSIONAL HOSPITALITY RESOURCES 401(K) PLAN | VIRGINIA BEACH VA | 1,138 | $28.8M | $951K |
| 8 | ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE AMPP 401(K) THRIFT TRUST | HOUSTON TX | 159 | $30.9M | $892K |
| 9 | CCJ & ASSOCIATES, LLC CCJ & ASSOCIATES, LLC 401(K) PLAN | LAPORTE TX | 116 | $15.9M | $682K |
| 10 | BCI, INC. 401(K) PROFIT SHARING PLAN BCI, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 152 | $6.5M | $566K |
