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 $9.9M 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 | GLENS FALLS HOSPITAL THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN | GLENS FALLS NY | 2,305 | $277.5M | $4.0M |
| 2 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN NY | 265 | $109.1M | $3.0M |
| 3 | EVENING POST GROUP, LLC EVENING POST GROUP, LLC EMPLOYEE RETIREMENT PLAN |
CHARLESTON SC |
| 168 |
| $8.3M |
| $946K |
| 4 | CUPPLES J & J COMPANY, INC. CUPPLES J & J COMPANY, INC. 401(K) PROFIT SHARING PLAN | JACKSON TN | 198 | $6.2M | $922K |
| 5 | BRIDGETOWN NATURAL FOODS, LLC BRIDGETOWN NATURAL FOODS 401(K) PLAN | PORTLAND OR | 440 | $8.2M | $374K |
| 6 | MCNEILL HOTEL COMPANY, LLC MCNEILL HOTEL COMPANY 401(K) PLAN | GERMANTOWN TN | 409 | $4.1M | $281K |
| 7 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN | MEMPHIS TN | 440 | $22.5M | $148K |
| 8 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $138K |
| 9 | LDF BUSINESS DEVELOPMENT CORP. LDF BUSINESS DEVELOPMENT CORP. 401(K) PLAN | LAC DU FLAMBEAU WI | 118 | $1.9M | $38K |
