Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding AMERICAN MUTUAL R4 in their Schedule of Assets, totaling $14.2M 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 | COLONIAL ELECTRIC SUPPLY CO INC COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST | KING OF PRUSSIA PA | 427 | $45.1M | $2.8M |
| 2 | UNITED OVERSEAS HOLDINGS, INC. TAJ HOTELS RETIREMENT SAVINGS PROGRAM | NEW YORK NY | 207 | $27.0M | $2.3M |
| 3 | GRATON ECONOMIC DEVELOPMENT AUTH |
ROHNERT PARK CA |
| 2,055 |
| $86.8M |
| $2.2M |
| 4 | EDLIN GALLAGHER HUIE & BLUM LLP EDLIN GALLAGHER HUIE & BLUM LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 52 | $15.6M | $1.7M |
| 5 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $1.6M |
| 6 | PHOENIX INTERNATIONAL HOLDINGS, PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN | LARGO MD | 178 | $22.2M | $1.3M |
| 7 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $809K |
| 8 | INTELLIGENT DECISION SYSTEMS, IN INTELLIGENT DECISION SYSTEMS, INC. 401(K) PLAN | GAINESVILLE VA | 33 | $14.5M | $740K |
| 9 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN | VINEMONT AL | 570 | $28.3M | $517K |
| 10 | IDR, INC. INTERNATIONAL DEVELOPMENT & RESOURCES, INC. 401(K) PLAN | CENTREVILLE VA | 180 | $33.6M | $245K |
