Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds AmerMut R6 Fd in their Schedule of Assets, totaling $38.5M 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 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $10.5M |
| 2 | NFI INDUSTRIES, INC. NFI INDUSTRIES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CAMDEN NJ | 15,891 | $299.3M | $7.2M |
| 3 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN |
HAYS KS |
| 1,178 |
| $96.9M |
| $4.7M |
| 4 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $3.7M |
| 5 | AUSTIN POWDER COMPANY AUSTIN POWDER 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 1,231 | $137.4M | $3.3M |
| 6 | QUALITY CARRIERS, INC. QUALITY CARRIERS, INC. 401(K) PLAN | TAMPA FL | 3,724 | $52.2M | $1.7M |
| 7 | UFTRING CHEVROLET, INC. UFTRING AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | WASHINGTON IL | 306 | $25.2M | $1.3M |
| 8 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN | PLYMOUTH MI | 411 | $9.1M | $1.3M |
| 9 | ORBIS SIBRO, INC. ORBIS 401(K) RETIREMENT PLAN | CHARLESTON SC | 473 | $31.8M | $727K |
| 10 | AGAMERICA LENDING LLC AGAMERICA LENDING LLC 401(K) PLAN | LAKELAND FL | 113 | $10.7M | $719K |
