Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments American Funds American Mutual R4 in their Schedule of Assets, totaling $569K 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 | SOUTHGATE AUTOMOTIVE, INC. SOUTHGATE AUTOMOTIVE, INC. 401(K) PLAN & TRUST | SOUTHGATE MI | 154 | $15.9M | $569K |
