Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Investment Company of America Mutual fund in their Schedule of Assets, totaling $8.3M 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 | NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN | BOSTON MA | 130 | $45.8M | $1.9M |
| 2 | OUTDOOR DIMENSIONS, LLC OUTDOOR DIMENSIONS, LLC PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 130 | $10.6M | $1.2M |
| 3 | AIRROSTI REHAB CENTERS LLC. |
SAN ANTIONIO TX |
| 663 |
| $37.6M |
| $816K |
| 4 | NANTUCKET ISLAND MANAGEMENT NANTUCKET ISLAND MANAGEMENT 401(K) PLAN | BOSTON MA | 83 | $12.6M | $754K |
| 5 | KATAHDIN VALLEY HEALTH CENTER KATAHDIN VALLEY HEALTH CENTER SAFE HARBOR 401(K) PLAN | PATTEN ME | 160 | $5.9M | $596K |
| 6 | EDWARDS BUSINESS MACHINES, INC. EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN | WYOMISSING PA | 134 | $13.6M | $584K |
| 7 | LOBAR ASSOCIATES, INC. LOBAR ASSOCIATES, INC. RETIREMENT PLAN | DILLSBURG PA | 181 | $11.8M | $507K |
| 8 | LOGAN SIMPSON DESIGN INC. LOGAN SIMPSON DESIGN 401(K) PLAN | TEMPE AZ | 162 | $17.2M | $489K |
| 9 | SUMMIT MEDICAL, LLC. INNOVIA MEDICAL 401K PLAN | ST. PAUL MN | 132 | $8.5M | $371K |
| 10 | COPELAND, COOK, TAYLOR AND BUSH, P.A. COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN | RIDGELAND MS | 61 | $19.3M | $341K |
