Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Service Company American Funds Mortgage Fund® Class R-6 in their Schedule of Assets, totaling $5.0M 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 | ROOM & BOARD, INC. ROOM & BOARD 401(K) PLAN | MINNEAPOLIS MN | 1,051 | $157.2M | $5.0M |
