Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Mutual Fund R4 Mutual Fund N/A in their Schedule of Assets, totaling $5.8M 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 | ROSS ENVIRONMENTAL SERVICES, INC. ROSS EMPLOYEES' 401(K) SAVINGS PLAN | ELYRIA OH | 312 | $42.6M | $3.3M |
| 2 | REGENCY HOTEL MANAGEMENT, LLC HOTEL RETIREMENT SYSTEMS PROFIT SHARING PLAN AND TRUST | SIOUX FALLS SD | 3,434 | $33.0M | $2.4M |
