Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds American Mutual R5 in their Schedule of Assets, totaling $3.3M 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 | W.D. LARSON COMPANIES LTD, INC. W.D. LARSON COMPANIES LTD, INC. 401K RETIREMENT PLAN | ST. LOUIS PARK MN | 782 | $55.4M | $3.2M |
| 2 | THE WAY INTERNATIONAL THE WAY INTERNATIONAL 401(K) SAVINGS PLAN | NEW KNOXVILLE OH | 268 | $16.2M | $111K |
