Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds Mortgage Fund Class R-4 in their Schedule of Assets, totaling $68K 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 | MORGAN THOMAS CAVANAUGH VMD IN MORGAN THOMAS CAVANAUGH VMD IN 401(K) PROFIT SHARING PLAN & TRUST | STUDIO CITY CA | 97 | $4.4M | $68K |
