Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Investment Company of America Fund Mutual fund in their Schedule of Assets, totaling $134.1M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $63.5M |
| 2 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 462 | $282.2M | $31.9M |
| 3 | MUNGER, TOLLES & OLSON LLP MTO PROFIT SHARING PLAN |
LOS ANGELES CA |
| 323 |
| $125.7M |
| $20.8M |
| 4 | AIR HYDRO POWER, LLC. AIR HYDRO POWER, LLC 401(K) PLAN | LOUISVILLE KY | 367 | $43.3M | $9.6M |
| 5 | Q SERVICES, LLC Q SERVICES 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 3,234 | $112.4M | $7.1M |
| 6 | TRABON PRINTING COMPANY, INC. TRABON COMPANIES 401(K) PLAN | KANSAS CITY MO | 117 | $18.4M | $1.3M |
