Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding American Funds American Funds American Mutual R6 - in their Schedule of Assets, totaling $58.7M 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 | CAYUGA MEDICAL CENTER AT ITHACA CAYUGA HEALTH 403(B) PLAN | ITHACA NY | 1,948 | $121.5M | $10.2M |
| 2 | MIDCONTINENT COMMUNICATIONS DBA MIDCO MIDCO 401(K) PLAN | MINNEAPOLIS MN | 1,752 | $179.1M | $9.5M |
| 3 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN |
WEST PALM BEACH FL |
| 283 |
| $177.2M |
| $5.3M |
| 4 | LGE COMMUNITY CREDIT UNION LGE COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | ATLANTA GA | 339 | $41.6M | $4.2M |
| 5 | JETRO CASH & CARRY ENTERPRISES, LLC JETRO CASH & CARRY ENTERPRISES, LLC RETIREMENT SAVINGS PLAN | WHITESTONE NY | 3,671 | $163.7M | $2.8M |
| 6 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $2.7M |
| 7 | GENESIS MEDICAL ASSOCIATES, INC. GENESIS MEDICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 251 | $49.5M | $2.2M |
| 8 | MID-AMERICA TRANSPLANT SERVICES MID-AMERICA TRANSPLANT SERVICES SAVINGS AND INVESTMENT PLAN | ST. LOUIS MO | 260 | $38.7M | $2.1M |
| 9 | WAFRA INC. WAFRA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $72.6M | $1.9M |
| 10 | R&H CONSTRUCTION CO. R&H CONSTRUCTION CO. 401(K) PROFIT SHARING RETIREMENT PLAN | PORTLAND OR | 147 | $32.3M | $1.3M |
