Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Small Cap Value Fund Investor Shares American Funds Registered Investment Company American Mutual in their Schedule of Assets, totaling $2.0M 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 | BOZZUTO'S, INC. BOZZUTO'S, INC. 401(K) PLAN | CHESHIRE CT | 1,692 | $95.1M | $1.7M |
| 2 | BOZZUTO'S, INC. BOZZUTO'S, INC. CORPORATE STORES 401(K) PLAN | CHESHIRE CT | 878 | $12.8M | $272K |
