Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Mutual Fund® Class R6 Mutual Fund in their Schedule of Assets, totaling $38.7M 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 | OGE ENERGY CORP. OGE ENERGY CORP. EMPLOYEES' STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 2,284 | $834.1M | $17.4M |
| 2 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $7.1M |
| 3 | SFS GROUP USA, INC. SFS GROUP USA 401(K) PLAN |
WYOMISSING PA |
| 1,561 |
| $113.8M |
| $5.2M |
| 4 | FINGER LAKES REGIONAL HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN OF FINGER LAKES REGIONAL HEALTH SYSTEM | GENEVA NY | 1,624 | $104.8M | $5.0M |
| 5 | XL INDUSTRIES XL INDUSTRIES 401(K) PLAN | MILPITAS CA | 255 | $65.7M | $1.9M |
| 6 | SUR-SEAL, LLC SUR-SEAL 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 365 | $30.5M | $807K |
| 7 | LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN | GLENDALE CA | 340 | $50.8M | $349K |
| 8 | ORTHOSC, LLC ORTHOSC, LLC 401(K) PROFIT SHARING PLAN | MYRTLE BEACH SC | 362 | $26.0M | $338K |
| 9 | HB WEALTH MANAGEMENT LLC HOMRICH BERG 401(K) PROFIT SHARING PLAN | ATLANTA GA | 224 | $45.7M | $180K |
| 10 | HOUSE OF CHEATHAM, LLC HOUSE OF CHEATHAM, LLC 401(K) PLAN | STONE MOUNTAIN GA | 186 | $6.2M | $129K |
