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 R6 Fund Mutual fund in their Schedule of Assets, totaling $7.2M 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 | INTERSTATE ELECTRICAL SERVICES CORPORATION INTERSTATE ELECTRICAL SERVICES CORPORATION 401(K) PLAN | N. BILLERICA MA | 581 | $65.3M | $4.3M |
| 2 | LEGACY TRADITIONAL SCHOOLS LEGACY TRADITIONAL SCHOOLS 401(K) PLAN | CHANDLER AZ | 1,519 | $32.5M | $771K |
| 3 | ENSEMBLE SERVICES, LLC |
PHOENIX AZ |
| 185 |
| $9.6M |
| $627K |
| 4 | TOWER ENERGY GROUP TOWER ENERGY GROUP 401K PLAN | TORRANCE CA | 131 | $15.8M | $498K |
| 5 | WILLIAM C. SMITH & CO. WILLIAM C. SMITH & CO. 401(K) PLAN | WASHINGTON DC | 421 | $35.4M | $365K |
| 6 | ATLANTIC DIALYSIS MANAGEMENT SERVICE LLC ATLANTIC DIALYSIS 401(K) PLAN, AFFILIATED AND RELATED COMPANIES | COLLEGE POINT NY | 450 | $26.4M | $299K |
| 7 | MSRE MANAGEMENT, LLC MSRE MANAGEMENT, LLC 401(K) PLAN | SEATTLE WA | 180 | $12.3M | $147K |
| 8 | BICYCLE THERAPEUTICS INC BICYCLE THERAPEUTICS 401(K) PLAN | CAMBRIDGE MA | 117 | $11.4M | $136K |
| 9 | RIVER CITY EQUIPMENT RENTAL & SALES, INC. SECURE FUTURE SAVINGS AND INVESTING PLAN | FRANKLIN TN | 382 | $7.7M | $39K |
