Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2025 - in their Schedule of Assets, totaling $20.5M 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 | HIKMA PHARMACEUTICALS USA INC. HIKMA PHARMACEUTICALS USA INC. 401(K) RETIREMENT PLAN | BERKELEY HEIGHTS NJ | 2,237 | $274.8M | $18.5M |
| 2 | THE AVE MARIA FOUNDATION THE AVE MARIA 401(K) PLAN | ANN ARBOR MI | 720 | $27.0M | $1.1M |
| 3 | NORWICH CONVALESCENT HOME, INC NORWICHTOWN AND NEW LONDON REHAB & CARE CENTER 401(K) PLAN |
NORWICH CT |
| 316 |
| $2.2M |
| $265K |
| 4 | FRANK G. LOVE ENVELOPES, INC. FRANK G. LOVE ENVELOPES EMPLOYEE 401(K) PROFIT SHARING PLAN | TULSA OK | 152 | $5.9M | $217K |
| 5 | AVE MARIA UNIVERSITY AVE MARIA 403(B) RETIREMENT PLAN | AVE MARIA FL | 76 | $11.8M | $187K |
| 6 | ARNOLD COMPANIES, INC. ARNOLD COMPANIES, INC. 401(K) PROFIT SHARING PLAN | KIMBALL MN | 262 | $28.7M | $181K |
| 7 | BRISTOL BAY NATIVE ASSOCIATION BRISTOL BAY NATIVE ASSOCIATION 401(K) PLAN | DILLINGHAM AK | 124 | $9.0M | $107K |
