Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 110 U.S. retirement plans report holding American Funds American Mutual Fund ....................................... in their Schedule of Assets, totaling $147.2M 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 | THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN | ALBANY NY | 4,724 | $1.0B | $21.3M |
| 2 | THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN | ALBANY NY | 11,083 | $1.3B | $16.9M |
| 3 |
MINNETONKA MN |
| 2,638 |
| $292.4M |
| $16.7M |
| 4 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $8.5M |
| 5 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $8.5M |
| 6 | MCCOMBS HFC, LTD. DBA RED MCCOMBS FORD MCCOMBS AUTOMOTIVE GROUP EMPLOYEE CAPITAL ACCMULATION PLAN | SAN ANTONIO TX | 780 | $63.6M | $7.8M |
| 7 | SMART MODULAR TECHNOLOGIES, INC. SMART MODULAR TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN | NEWARK CA | 889 | $217.5M | $6.9M |
| 8 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS RETIREMENT SAVINGS PLAN | WILTON CT | 1,115 | $287.0M | $5.8M |
| 9 | UNITED STATES SUGAR SAVANNAH REFINERY, LLC US SUGAR SAVANNAH REFINERY 401(K) PLAN | PORT WENTWORTH GA | 445 | $56.6M | $3.7M |
| 10 | CENTRAL BANK ILLINOIS CENTRAL BANK ILLINOIS 401(K) PROFIT SHARING PLAN | GENESEO IL | 162 | $51.2M | $3.3M |
