Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Mutual R6 Fund " in their Schedule of Assets, totaling $85.1M 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 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY RETIREMENT INCOME PLAN | EDMESTON NY | 786 | $144.1M | $42.6M |
| 2 | GEOSYNTEC CONSULTANTS, INC GEOSYNTEC CONSULTANTS, INC. AND SUBSIDIARIES 401(K) RETIREMENT PLAN | BOCA RATON FL | 2,082 | $455.4M | $15.3M |
| 3 | WEST FRASER, INC. |
GERMANTOWN TN |
| 3,138 |
| $322.2M |
| $11.3M |
| 4 | BROOKS SPORTS, INC. BROOKS 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 877 | $95.6M | $3.3M |
| 5 | MARCUS DALY MEMORIAL HOSPITAL CORPORATION BITTERROOT HEALTH 401(K) PLAN | HAMILTON MT | 846 | $56.8M | $3.0M |
| 6 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $2.6M |
| 7 | CURRIER, MCCABE & ASSOCIATES, INC. CURRIER MCCABE & ASSOCIATES INC 401K PROFIT SHARING PLAN PLAN & TRUST | LATHAM NY | 204 | $41.5M | $1.8M |
| 8 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS) | SEATTLE WA | 341 | $27.7M | $1.3M |
| 9 | COVELLI ENTERPRISES, INC. COVELLI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | WARREN OH | 1,903 | $56.4M | $1.1M |
| 10 | SHIFT, PPC, LLC SHIFT DIGITAL RETIREMENT SAVINGS PLAN | BIRMINGHAM MI | 658 | $37.9M | $793K |
