Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds AmerMut R5 Fd in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOODWARD COMMUNICATIONS, INC. WOODWARD COMMUNICATIONS, INC. PROFIT SHARING PLAN AND TRUST | DUBUQUE IA | 312 | $37.2M | $1.4M |
| 2 | GRAND RIVER RUBBER & PLASTICS COMPANY GRAND RIVER RUBBER & PLASTICS COMPANY 401(K) RETIREMENT PLAN | ASHTABULA OH | 168 | $32.7M | $487K |
