Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Mutual R4 " in their Schedule of Assets, totaling $20.5M 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 | OIL STATES INTERNATIONAL, INC. OIL STATES INTERNATIONAL, INC. RETIREMENT PLAN | HOUSTON TX | 1,613 | $252.8M | $16.7M |
| 2 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $2.2M |
| 3 | AMERICAN HERITAGE RAILWAYS, INC. |
DURANGO CO |
| 523 |
| $8.4M |
| $486K |
| 4 | PSI PHARMA SUPPORT AMERICA INC PSI AMERICA 401(K) PLAN | KING OF PRUSSIA PA | 466 | $39.0M | $468K |
| 5 | INTOWN LESSEE SERVICES, LLC INTOWN LESSEE SERVICES, LLC 401(K) SALARY REDUCTION PLAN AND TRUST | ATLANTA GA | 1,418 | $15.3M | $252K |
| 6 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $201K |
| 7 | DETROIT TOOL METAL PRODUCTS IRONFORM 401(K) PLAN | LEBANON MO | 679 | $23.2M | $129K |
