Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies - American Funds Mortgage FD CL F3 in their Schedule of Assets, totaling $409K 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 | OMAHA FIREFIGHTERS' BENEFIT ASSOCIATION OMAHA FIREFIGHTERS' BENEFIT ASSOCIATION | OMAHA NE | 603 | $8.9M | $409K |
