Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The Investment Company of America Mutual fund in their Schedule of Assets, totaling $28.4M 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 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $15.1M |
| 2 | AXH AIR-COOLERS, LLC AXH AIR-COOLERS 401(K) RETIREMENT PLAN | TULSA OK | 590 | $49.4M | $12.3M |
| 3 | GENERATION US GENERATION US RETIREMENT PLAN |
| 180 |
| $12.2M |
| $473K |
| 4 | ACCESS XP LLC ACCESS XP RETIREMENT PLAN | SAN DIEGO CA | 221 | $7.5M | $307K |
| 5 | SAN JUAN REGIONAL MEDICAL CENTER SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN | FARMINGTON NM | 1,957 | $142.2M | $233K |
| 6 | MONTGOMERYS FURNITURE, INC. MONTGOMERY'S 401(K) PLAN | MADISON SD | 110 | $4.8M | $32K |
| 7 | WILLIAM H. METCALFE AND SONS, INC. WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | CLINTON MD | 142 | $11.1M | $19K |
| 8 | THE HELPER BEES, INC. THE HELPER BEES 401(K) PLAN | AUSTIN TX | 217 | $3.0M | $15K |
