Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.5M 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 | UNIFIED GROUP SERVICES INC. UNIFIED GROUP SERVICES 401K RETIREMENT PLAN | ANDERSON IN | 180 | $7.7M | $1.1M |
| 2 | COMMUNITY ACTION INC. OF CENTRAL TEXAS COMMUNITY ACTION INC. OF CENTRAL TEXAS 401K RETIREMENT PLAN | SAN MARCOS TX | 552 | $4.1M | $568K |
| 3 | POLARIS EPC INC. |
LAKE CHARLES LA |
| 146 |
| $10.5M |
| $528K |
| 4 | THERAPEUTIC ALTERNATIVES INC. THERAPEUTIC ALTERNATIVES INC. 401K PLAN | RANDLEMAN NC | 3,011 | $2.5M | $198K |
| 5 | CHILDRENS CRISIS TREATMENT CENTER CHILDRENS CRISIS TREATMENT CENTER 403B RETIREMENT PLAN | PHILADELPHIA PA | 492 | $3.3M | $83K |
| 6 | CITRON HYGIENE US CORP. CITRON HYGIENE US CORP. 401K PLAN | BILLERICA MA | 90 | $3.3M | $34K |
