Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Mutual Fund-R5 in their Schedule of Assets, totaling $31.8M 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 | ARKANSAS CHILDREN'S, INC ARKANSAS CHILDREN'S RETIREMENT PLAN | LITTLE ROCK AR | 5,495 | $445.7M | $30.6M |
| 2 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $682K |
| 3 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN |
IRVINE CA |
| 172 |
| $11.4M |
| $463K |
| 4 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $64K |
