Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The American Funds American Funds Amermut R6 Fund in their Schedule of Assets, totaling $3.7M 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 | MEMORIAL HEALTH CARE SYSTEMS MEMORIAL HEALTH CARE SYSTEMS TAX DEFERRED ANNUITY PLAN | SEWARD NE | 281 | $36.5M | $2.8M |
| 2 | NSM INSURANCE SERVICES, LLC NSM INSURANCE GROUP 401(K) PLAN | CONSHOHOCKEN PA | 696 | $58.3M | $761K |
| 3 | COMMUNITY LOANS OF AMERICA, INC. |
ATLANTA GA |
| 901 |
| $11.7M |
| $125K |
