Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding American Funds American High‐Income Trust in their Schedule of Assets, totaling $7.8M 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 | OLIFF PLC OLIFF PLC PROFIT SHARING PLAN | ALEXANDRIA VA | 79 | $87.9M | $1.4M |
| 2 | SUMMIT UTILITIES, INC. SUMMIT UTILITIES, INC. 401(K) PLAN | FORT SMITH AR | 1,341 | $100.1M | $1.1M |
| 3 | HEARTLAND TECHNOLOGY GROUP, INC. HEARTLAND TECHNOLOGY GROUP SAVINGS AND RETIREMENT PLAN |
LITTLE CHUTE WI |
| 182 |
| $32.3M |
| $680K |
| 4 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $583K |
| 5 | HERREGAN DISTRIBUTORS, INC. HERREGAN DISTRIBUTORS, INC. EMPLOYEE PROFIT SHARING - 401(K) PLAN | EAGAN MN | 137 | $23.4M | $530K |
| 6 | PELLA MID-ATLANTIC INC. PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 183 | $19.1M | $503K |
| 7 | LUPIN PHARMACEUTICALS, INC. LUPIN PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 461 | $71.7M | $457K |
| 8 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $407K |
| 9 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $369K |
| 10 | RECREATION CENTERS OF SUN CITY WEST INC. RECREATION CENTERS OF SUN CITY WEST RETIREMENT PLAN | SUN CITY WEST AZ | 420 | $13.7M | $286K |
