Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American American Growth Fund R5E in their Schedule of Assets, totaling $12.7M 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 | STONERIDGE, INC. STONERIDGE INC. 401(K) RETIREMENT PLAN | NOVI MI | 678 | $112.3M | $12.7M |
