Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Mortgage Fund Class R-6 Mutual Fund in their Schedule of Assets, totaling $137K 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 | DELTA ELECTRONICS (USA) INC. DELTA ELECTRONICS (USA) INC. 401(K) PLAN | PLANO TX | 209 | $24.7M | $119K |
| 2 | SALVAGNINI AMERICA, INC. SALVAGNINI AMERICA 401(K) PLAN | HAMILTON OH | 150 | $15.2M | $18K |
