Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Fund in their Schedule of Assets, totaling $133.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRH AMERICAS, INC. CRH AMERICAS 401(K) PLAN | ATLANTA GA | 38,242 | $4.2B | $70.0M |
| 2 | EISNER ADVISORY GROUP, LLC EISNER ADVISORY GROUP, LLC RETIREMENT PLAN | NEW YORK NY | 3,807 | $699.3M | $39.4M |
| 3 | CONCORDIA COLLEGE CONCORDIA COLLEGE RETIREMENT PLAN |
MOOREHEAD MN |
| 644 |
| $194.2M |
| $18.0M |
| 4 | CUSTOM-PAK, INC. CUSTOM-PAK, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CLINTON IA | 708 | $46.5M | $4.5M |
| 5 | BOOT BARN, INC. BOOT BARN 401(K) PLAN | IRVINE CA | 13,011 | $46.2M | $1.5M |