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 Mutual fund in their Schedule of Assets, totaling $5.9M 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 | COLLOM & CARNEY CLINIC ASSOCIATION COLLOM AND CARNEY CLINIC ASSOCIATION 401 (K) SAVINGS PLAN | TEXARKANA TX | 294 | $67.1M | $3.7M |
| 2 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $1.2M |
| 3 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SAN ANTONIO TX |
| 707 |
| $192.2M |
| $975K |
