Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds 2025 in their Schedule of Assets, totaling $16.8M 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 | TAWA SUPERMARKET, INC. TAWA SUPERMARKET, INC. 401(K) PLAN | BUENA PARK CA | 7,581 | $193.4M | $7.0M |
| 2 | GLENS FALLS HOSPITAL THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN | GLENS FALLS NY | 2,305 | $277.5M | $4.0M |
| 3 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN |
TARRYTOWN NY |
| 265 |
| $109.1M |
| $3.0M |
| 4 | EVENING POST GROUP, LLC EVENING POST GROUP, LLC EMPLOYEE RETIREMENT PLAN | CHARLESTON SC | 168 | $8.3M | $946K |
| 5 | CUPPLES J & J COMPANY, INC. CUPPLES J & J COMPANY, INC. 401(K) PROFIT SHARING PLAN | JACKSON TN | 198 | $6.2M | $922K |
| 6 | BRIDGETOWN NATURAL FOODS, LLC BRIDGETOWN NATURAL FOODS 401(K) PLAN | PORTLAND OR | 440 | $8.2M | $374K |
| 7 | MCNEILL HOTEL COMPANY, LLC MCNEILL HOTEL COMPANY 401(K) PLAN | GERMANTOWN TN | 409 | $4.1M | $281K |
| 8 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN | MEMPHIS TN | 440 | $22.5M | $148K |
| 9 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $138K |
