Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American funds american mutual r6 Mutual Funds in their Schedule of Assets, totaling $6.6M 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 | PGH WONG ENGINEERING, INC. PGH WONG ENGINEERING, INC. 401(K) PLAN | SAN FRANCISCO CA | 286 | $77.6M | $4.0M |
| 2 | HELICAL DRILLING, INC. HELICAL DRILLING 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 95 | $12.0M | $591K |
| 3 | CASE PAPER CO., INC. CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN |
HARRISON NY |
| 294 |
| $17.9M |
| $543K |
| 4 | PROENERGY SERVICE LLC PROENERGY SERVICE 401(K) PLAN | SEDALIA MO | 554 | $39.3M | $462K |
| 5 | PLAISTED COMPANIES, INC. PLAISTED COMPANIES, INC. 401(K) PROFIT SHARING PLAN | ELK RIVER MN | 129 | $9.2M | $425K |
| 6 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $383K |
| 7 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $98K |
| 8 | CHRISTOPHER MORGAN, LLC CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN | NEW BERLIN WI | 73 | $7.3M | $69K |
| 9 | CLEAN-TECH COMPANY HES FACILITIES, WFF FACILITIES, & CLEAN-TECH COMPANY 401(K) PLAN | ST. LOUIS MO | 2,547 | $2.3M | $43K |
| 10 | DELTA DELTA DELTA DELTA DELTA DELTA 401(K) PLAN | DALLAS TX | 196 | $3.1M | $3K |
