Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Investment Co. of America in their Schedule of Assets, totaling $9.9M 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 | OLIFF PLC OLIFF PLC PROFIT SHARING PLAN | ALEXANDRIA VA | 79 | $87.9M | $4.9M |
| 2 | BEARDMORE CHEVROLET, INC. BEARDMORE CHEVROLET, MIDWAY CHEVROLET EMPLOYEES 401(K) PROFIT SHARING PLAN | BELLEVUE NE | 211 | $10.7M | $1.8M |
| 3 | INNOVATIVE LIVESTOCK SERVICES INC INNOVATIVE LIVESTOCK SERVICES, INC. EMPLOYEES SAVINGS TRUST |
GREAT BEND KS |
| 306 |
| $34.9M |
| $1.7M |
| 4 | PETERS HEATING & AIR CONDITIONING, INC. PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN | QUINCY IL | 263 | $9.4M | $1.2M |
| 5 | TECHNOLOGY RESOURCE GROUP TRG 401(K) PLAN | TROY MI | 101 | $4.8M | $269K |
| 6 | MY AUTO IMPORTS MY AUTO IMPORTS CENTER 401(K) PLAN | MUSKEGON MI | 270 | $6.0M | $42K |
