Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Mutual R4 Mutual fund in their Schedule of Assets, totaling $5.1M 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 | MEDISYS VENTURE, INC. MEDISYS VENTURE 401(K) PLAN | JAMAICA NY | 774 | $147.3M | $3.3M |
| 2 | PACIFIC BELLS, INC. PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 8,318 | $19.6M | $653K |
| 3 | TRI-UNION FROZEN PRODUCTS, INC. CHICKEN OF THE SEA FROZEN FOODS SAVINGS INVESTMENT PLAN |
EL SEGUNDO CA |
| 112 |
| $20.7M |
| $519K |
| 4 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $394K |
| 5 | WEAVER INVESTMENT COMPANY WEAVER INVESTMENT COMPANY 401(K) MASTER TRUST | GREENSBORO NC | — | $6.5M | $70K |
| 6 | GO WIRELINE LLC GO WIRELINE LLC 401(K) PROFIT SHARING PLAN | WILLISTON ND | 247 | $15.4M | $68K |
| 7 | SUNY COBLESKILL AUXILIARY SERVICES, INC SUNY COBLESKILL AUXILARY SERVICES, INC 403(B) RETIREMENT PLAN | COBLESKILL NY | 120 | $9.7M | $48K |
| 8 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | PLANO TX | 154 | $23.1M | $17K |
| 9 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | DALLAS TX | 221 | $23.0M | $16K |
