Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds American Mutual Fund® Class R-6 Mutual Fund in their Schedule of Assets, totaling $13.1M 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 | O'CONNELL ELECTRIC CO. O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VICTOR NY | 186 | $57.6M | $4.1M |
| 2 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 593 | $44.7M | $2.2M |
| 3 | AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN |
LEES SUMMIT MO |
| 156 |
| $35.8M |
| $2.1M |
| 4 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $1.9M |
| 5 | MANAGEMENT CONTROLS, INC. MANAGEMENT CONTROLS, INC. 401(K) PLAN | HOUSTON TX | 167 | $18.9M | $584K |
| 6 | ARISTOTLE CAPITAL MANAGEMENT, LLC ARISTOTLE CAPITAL MANAGEMENT, LLC 401(K) PLAN | LOS ANGELES CA | 233 | $66.3M | $484K |
| 7 | OXFORD BIOMEDICA (US) LLC OXFORD BIOMEDICA (US) LLC 401(K) PLAN | BEDFORD MA | 107 | $10.8M | $390K |
| 8 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN | OCEAN CITY MD | 398 | $14.0M | $214K |
| 9 | BLUESNAP, INC. BLUESNAP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WALTHAM MA | 126 | $14.3M | $209K |
| 10 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $194K |
