Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds Investment Company of America in their Schedule of Assets, totaling $3.6M 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 | BHCARE, INC. BHCARE, INC. RETIREMENT PLAN | NORTH HAVEN CT | 308 | $17.7M | $1.2M |
| 2 | MIDWEST REFRIGERATED SERVICES, INC. MIDWEST REFRIGERATED 401(K) PLAN | ELKHORN WI | 379 | $15.7M | $613K |
| 3 | MILLER OIL CO., INC. MILLER OIL CO., INC. RETIREMENT SAVINGS PLAN |
CHESAPEAKE VA |
| 112 |
| $4.1M |
| $524K |
| 4 | TEXAS BANK TEXAS BANK 401(K) PLAN | BROWNWOOD TX | 324 | $22.8M | $316K |
| 5 | ARROW AVIATION COMPANY, LLC ARROW AVIATION 401(K) PLAN | BROUSSARD LA | 133 | $8.0M | $312K |
| 6 | ACCESS POINT CONSULTING, LLC ACCESS POINT CONSULTING 401(K) PROFIT SHARING PLAN | ALLENTOWN PA | 103 | $3.4M | $194K |
| 7 | SAV-MORE DRUG, LLC SAV-MORE DRUG, LLC 401(K) PLAN | TYLER TX | 137 | $9.7M | $154K |
| 8 | WILLIAMS COMPANY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF WILLIAMS COMPANY - MANAGEMENT GROUP | MAITLAND FL | 120 | $12.9M | $131K |
| 9 | EMBARRAS RIVER BASIN AGENCY, INC. ERBA EMPLOYEE'S 401(K) PLAN | GREENUP IL | 136 | $4.6M | $126K |
