Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American High-Income Trust Fund Mutual Fund in their Schedule of Assets, totaling $817K 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 | CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 352 | $4.8M | $459K |
| 2 | NORTHWEST MULTIPLE LISTING SERVICE, INC. NORTHWEST MULTIPLE LISTING SERVICE 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 99 | $16.2M | $234K |
| 3 | AIR HYDRO POWER, LLC. |
LOUISVILLE KY |
| 367 |
| $43.3M |
| $124K |
