Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds American Mutual R6 N/R in their Schedule of Assets, totaling $2.1M 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 | WOODBOLT DISTRIBUTION, LLC WOODBOLT DISTRIBUTION 401(K) PLAN | AUSTIN TX | 387 | $23.9M | $913K |
| 2 | WOODBOLT DISTRIBUTION, LLC WOODBOLT DISTRIBUTION 401(K) PLAN | AUSTIN TX | 352 | $18.2M | $711K |
| 3 | BERRY APPLEMAN & LEIDEN LLP BAL RETIREMENT PLAN |
SAN FRANCISCO CA |
| 1,019 |
| $99.1M |
| $307K |
| 4 | CPC MANAGEMENT LLC CPC MANAGEMENT LLC 401(K) PLAN | MINNETONKA MN | 197 | $12.4M | $210K |
