Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Mutual Fund in their Schedule of Assets, totaling $11.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FUTURE FORD, INC. FUTURE AUTOMOTIVE GROUP 401(K) PLAN | ROSEVILLE CA | 1,180 | $48.7M | $6.4M |
| 2 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $1.8M |
| 3 | EUROMOTORS, INC. D/B/A MERCEDES BENZ OF SAN FRANCISCO EUROMOTORS AUTO GROUP RETIREMENT PLAN |
SOUTH SAN FRANCISCO CA |
| 273 |
| $25.1M |
| $1.6M |
| 4 | IVAN WARE & SON INC. IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 173 | $32.4M | $573K |
| 5 | FREEMAN MOTORS DBA FREEMAN TOYOTA AND LEXUS FREEMAN MOTORS DBA FREEMAN TOYOTA AND LEXUS 401(K) PLAN | SANTA ROSA CA | 173 | $16.2M | $294K |
| 6 | GALAXY TECHNOLOGY, INC. GALAXY TECHNOLOGIES, INC. 401(K) PLAN | WINFIELD KS | 176 | $10.7M | $244K |
| 7 | KENDAL-CROSSLANDS COMMUNITIES KENDAL-CROSSLANDS COMMUNITIES 403(B) PLAN | KENNETT SQUARE PA | 778 | $33.4M | $244K |
| 8 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $180K |
| 9 | COASTAL FAMILY HEALTH CENTER,INC COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN | GULFPORT MS | 528 | $10.3M | $74K |
| 10 | ACTION PACT, INC. ACTION PACT, INC. 403(B) PLAN | WAYCROSS GA | 426 | $8.9M | $74K |
