Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Mortgage Fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DECOPAC, INC. DECOPAC, INC. EMPLOYEE RETIREMENT AND PROFIT SHARING PLAN AND TRUST | ANOKA MN | 332 | $36.7M | $1.3M |
| 2 | BLACH CONSTRUCTION COMPANY BLACH CONSTRUCTION COMPANY RETIREMENT PLAN | SAN JOSE CA | 101 | $38.8M | $232K |
| 3 | THE ROSS GROUP CONSTRUCTION CORPORATION |
TULSA OK |
| 141 |
| $16.4M |
| $139K |
| 4 | HARBINDER S BRAR MD INC HARBINDER S BRAR MD INC 401(K) PROFIT SHARING PLAN & TRUST | RIVERSIDE CA | 157 | $546K | $13K |
| 5 | SMALLWOOD MANAGEMENT COMPANY, LLC SMALLWOOD MANAGEMENT CO LLC 401(K) PLAN | LONGVIEW TX | 300 | $3.6M | $6K |
| 6 | TECHNICAL ENGINEERING CONSULTANTS TECHNICAL ENGINEERING CONSULTANTS 401(K) | TROY MI | 1,333 | $6.0M | $5K |
