Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds American Mutual R4 in their Schedule of Assets, totaling $9.0M 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 | JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 348 | $77.9M | $5.7M |
| 2 | CENTRAL PARK CONSERVANCY INC. CENTRAL PARK CONSERVANCY 403(B) RETIREMENT PLAN | NEW YORK NY | 406 | $55.8M | $1.7M |
| 3 | ADVANTAGE MEDIA SERVICES, LLC |
VALENCIA CA |
| 508 |
| $14.9M |
| $897K |
| 4 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $541K |
| 5 | RCS CORPORATION RCS CORPORATION 401(K) RETIREMENT PLAN | CHARLOTTE NC | 91 | $5.3M | $286K |
