Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds American Mutual - in their Schedule of Assets, totaling $25.2M 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 | REDBOX AUTOMATED RETAIL, LLC REDBOX 401(K) PLAN | OAKBROOK TERRACE IL | 1,145 | $83.0M | $3.6M |
| 2 | NATIONAL FISH & WILDLIFE FOUNDATION NATIONAL FISH & WILDLIFE TAX DEFERRED RETIREMENT PLAN | WASHINGTON DC | 181 | $60.7M | $3.5M |
| 3 | PREFERRED MUTUAL INSURANCE COMPANY PREFERRED MUTUAL INSURANCE COMPANY EMPLOYEES' CASH AND DEFERRED SAVINGS PROFIT SHARING PLAN |
NEW BERLIN NY |
| 312 |
| $48.4M |
| $2.9M |
| 4 | THE LYONS NATIONAL BANK THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | LYONS NY | 216 | $27.0M | $2.4M |
| 5 | HERO DIGITAL, LLC HERO DIGITAL, LLC 401(K) PLAN | CHICAGO IL | 593 | $34.7M | $2.4M |
| 6 | TASTEFULLY SIMPLE, INC. TASTEFULLY SIMPLE, INC. 401(K) PLAN & TRUST | ALEXANDRIA MN | 43 | $15.9M | $1.8M |
| 7 | ATLANTIC PHYSICAL THERAPY CENTER ATLANTIC PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | SEA GIRT NJ | 237 | $9.4M | $1.4M |
| 8 | LOS ANGELES DODGERS LLC LOS ANGELES DODGERS 401(K) PLAN | LOS ANGELES CA | 586 | $51.2M | $1.2M |
| 9 | MEDICAL CLINIC OF HOUSTON, LLP MEDICAL CLINIC OF HOUSTON, L.L.P. SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 222 | $64.6M | $1.1M |
| 10 | MACKENZIE-CHILDS, LLC MACKENZIE-CHILDS 401(K) PLAN | AURORA NY | 231 | $9.7M | $861K |
