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 R5 American Funds 0 in their Schedule of Assets, totaling $2.4M 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 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M | $1.5M |
| 2 | DIVERGENT TECHNOLOGIES, INC. DIVERGENT TECHNOLOGIES, INC. 401(K) P/S PLAN | TORRANCE CA | 456 | $8.5M | $710K |
| 3 | INTEGRATIVE PHYSICAL MED SERVICES & STAFFING |
MAITLAND FL |
| 301 |
| $1.4M |
| $112K |
