Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Investments * American Funds AMCAP Fund Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | 3 ARTS ENTERTAINMENT, INC. 3 ARTS ENTERTAINMENT, INC. 401(K) PLAN | BEVERLY HILLS CA | 61 | $14.0M | $1.3M |
| 2 | CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 352 | $4.8M | $153K |
| 3 | SOMERSET PLANNING & ENGINEERING LLC DBA SOMERSET ENGINEERING |
SOMERSET PA |
| 15 |
| $2.5M |
| $18K |
