Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Mutual Fund Mutual Funds in their Schedule of Assets, totaling $2.5M 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 | FIRST WESTERN FINANCIAL, INC. FIRST WESTERN 401(K) PLAN | DENVER CO | 310 | $33.9M | $2.1M |
| 2 | WIRE EXPERTS GROUP, INC. WIRE EXPERTS GROUP, INC. 401(K) PLAN | NAPLES FL | 91 | $2.5M | $201K |
| 3 | ANDERSEN & SONS SHELLING ANDERSEN & SONS SHELLING 401(K) PLAN |
VINA CA |
| 255 |
| $5.5M |
| $107K |
| 4 | MOBILE INTEGRATION WORKGROUP, INC. MOBILE INTEGRATION WORKGROUP, INC. 401(K) PLAN | BELLEVUE WA | 62 | $4.6M | $80K |
| 5 | HOME CAREGIVERS PARTNERSHIP LLC CANYON & RED ROCK 401(K) PLAN | SALT LAKE CITY UT | 1,244 | $3.6M | $1K |
