Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds – Investment Co of America Mutual fund in their Schedule of Assets, totaling $6.3M 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 | DELAWARE VALLEY COMMUNITY HEALTH, INC. DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN | PHILADELPHIA PA | 356 | $43.5M | $4.4M |
| 2 | LEE MOTOR GROUP INC. LEE MOTOR GROUP INC. EMPLOYEES' 401(K) PLAN | WILSON NC | 307 | $16.2M | $1.6M |
| 3 | THE KINCAID GROUP |
SHAWNEE KS |
| 167 |
| $6.1M |
| $135K |
| 4 | FORT SILL APACHE INDUSTRIES, LLC FORT SILL APACHE INDUSTRIES, LLC RETIREMENT SAVINGS PLAN | ALBUQUERQUE NM | 36 | $2.9M | $107K |