Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CAPITAL GROUP U.S. MORTGAGE TRUST ( in their Schedule of Assets, totaling $6.8M 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 | BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUND INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 4 ANNUITY | MEDWAY MA | 6,058 | $724.6M | $5.5M |
| 2 | INSULET CORPORATION INSULET CORPORATION 401(K) PROFIT SHARING PLAN | ACTON MA | 2,707 | $250.4M | $1.0M |
| 3 | FERNDALE PHARMA GROUP, INC. |
FERNDALE MI |
| 192 |
| $56.3M |
| $241K |
