Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Mutual Fund Registered Investment Company in their Schedule of Assets, totaling $13.3M 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 | QUEST SOFTWARE INC. QUEST SOFTWARE INC. 401(K) PLAN | ALISO VIEJO CA | 968 | $299.5M | $10.2M |
| 2 | WEBB-STILES COMPANY WEBB-STILES COMPANY 401(K) PROFIT SHARING PLAN | VALLEY CITY OH | 115 | $21.2M | $1.2M |
| 3 | CONCEPT SOLUTIONS, LLC CONCEPT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST |
RESTON VA |
| 195 |
| $20.7M |
| $880K |
| 4 | POTRERO DISTILLING HOLDINGS POTRERO DISTILLING HOLDINGS RETIREMENT PLAN | SAN FRANCISCO CA | 70 | $13.9M | $470K |
| 5 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN | ATLANTA GA | 267 | $10.8M | $437K |
| 6 | WAYNE COUNTY ACTION PROGRAM, INC. WAYNE COUNTY ACTION PROGRAM, INC. 403(B) THRIFT PLAN | LYONS NY | 585 | $2.8M | $15K |
