Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds American Mutual R6 N/A in their Schedule of Assets, totaling $2.5M 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 | VNA HEALTH GROUP, INC. DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. | HAZLET NJ | 1,530 | $69.0M | $791K |
| 2 | UPMC JAMESON HEALTH SYSTEM, INC. JAMESON HEALTH SYSTEM, INC. 403(B) PLAN | NEW CASTLE PA | 239 | $20.6M | $752K |
| 3 | ARTICULARIS HEALTHCARE GROUP, INC. |
SUMMERVILLE SC |
| 162 |
| $18.6M |
| $435K |
| 4 | VANGUARD NATIONAL TRAILER CORPORATION VANGUARD NATIONAL TRAILER, INC. 401(K) SAVINGS PLAN | MONON IN | 588 | $15.7M | $264K |
| 5 | CENTER FOR GLOBAL DEVELOPMENT CENTER FOR GLOBAL DEVELOPMENT DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $23.4M | $127K |
| 6 | TELESOLV CONSULTING, INC. TELESOLV CONSULTING 401(K) PLAN | WASHINGTON DC | 225 | $5.4M | $100K |
| 7 | THUNDER BAY COMMUNITY HEALTH SERVICE, INC. THUNDER BAY COMMUNITY HEALTH SERVICE 401(K) PLAN | ALPENA MI | 206 | $13.4M | $80K |
