Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding American Funds American Mutual Fund® Mutual Fund in their Schedule of Assets, totaling $84.3M 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 | LOGITECH INC. LOGITECH 401(K) PLAN | SAN JOSE CA | 1,170 | $360.1M | $19.7M |
| 2 | FORTINET, INC. FORTINET INC. 401(K) PLAN | SUNNYVALE CA | 3,826 | $478.9M | $15.6M |
| 3 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST |
| 953 |
| $202.0M |
| $9.7M |
| 4 | SUPER MICRO COMPUTER, INC. SUPER MICRO COMPUTER 401(K) RETIREMENT PLAN | SAN JOSE CA | 3,102 | $267.0M | $6.7M |
| 5 | GROUP 1001 RESOURCES LLC GROUP 1001 401(K) SAVINGS PLAN | ZIONSVILLE IN | 1,585 | $172.3M | $4.8M |
| 6 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $2.6M |
| 7 | DATACOLOR INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF DATACOLOR INC. | LAWRENCEVILLE NJ | 109 | $41.8M | $1.6M |
| 8 | CARLSON, BARBEE & GIBSON, INC. CARLSON, BARBEE & GIBSON, INC. 401(K) PLAN | SAN RAMON CA | 116 | $31.3M | $1.6M |
| 9 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $1.6M |
| 10 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN | SANTA MONICA CA | 459 | $95.7M | $1.6M |
