Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds American Mutual Fund Class R6 " in their Schedule of Assets, totaling $37.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | S&B ENGINEERS AND CONSTRUCTORS,LTD. S & B ENGINEERS AND CONSTRUCTORS, LTD. RETIREMENT SAVINGS PLAN | HOUSTON TX | 4,764 | $589.8M | $25.8M |
| 2 | ENERFLEX INC. ENERFLEX INC. AND SUBSIDIARIES MATCHED SAVINGS PLAN | HOUSTON TX | 1,257 | $124.4M | $3.4M |
| 3 | AMERICANTCS FIDUCIARY SERVICES, LLC |
PITTSBURGH PA |
| 1,418 |
| $73.2M |
| $1.5M |
| 4 | GLOBAL INDUSTRIAL COMPANY GLOBAL INDUSTRIAL COMPANY 401(K) PLAN | PORT WASHINGTON NY | 1,239 | $110.1M | $1.4M |
| 5 | BOB MAXEY LINCOLN, INC. BOB MAXEY LINCOLN MERCURY 401K PLAN & TRUST | DETROIT MI | 202 | $11.6M | $841K |
| 6 | DELFINGEN US, INC. DELFINGEN US, INC. RETIREMENT SAVINGS PLAN | ROCHESTER HILLS MI | 282 | $10.1M | $608K |
| 7 | SULLIVAN & MCLAUGHLIN COMPANIES, INC. SULLIVAN & MCLAUGHLIN COMPANIES, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 125 | $23.9M | $519K |
| 8 | LAPP INSULATORS LLC LAPP INSULATORS LLC RETIREMENT INCOME PLAN FOR EMPLOYEES REPRESENTED BY THE IUE | LEROY NY | 36 | $4.5M | $493K |
| 9 | PRAXIS PRECISION MEDICINES, INC. PRAXIS 401(K) PLAN | BOSTON MA | 105 | $17.4M | $477K |
| 10 | BLACK FOREST VENTURES, LLC BLACK FOREST 401(K) PLAN | THE WOODLANDS TX | 666 | $21.8M | $458K |
