Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Mutual R4 Fund " in their Schedule of Assets, totaling $3.3M 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 | WITTENSTEIN, INC. US WITTENSTEIN GROUP EMPLOYEES' RETIREMENT AND SAVINGS PLAN & TRUST | BARTLETT IL | 103 | $23.9M | $2.8M |
| 2 | ST. MARY'S CREDIT UNION ST. MARY'S CREDIT UNION 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 120 | $32.1M | $527K |
| 3 | MITCHELL METAL PRODUCTS, INC. |
KOSCIUSKO MS |
| 136 |
| $1.8M |
| $37K |
