Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Growth Fund of Amer R4 in their Schedule of Assets, totaling $7.9M 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 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $2.2M |
| 2 | PEOPLESBANK PEOPLESBANK DEFINED BENEFIT PENSION PLAN | HOLYOKE MA | 44 | $19.8M | $2.2M |
| 3 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN |
CORINTH TX |
| 182 |
| $31.5M |
| $2.2M |
| 4 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN | NEW YORK NY | 173 | $18.0M | $638K |
| 5 | PARKER MOTOR FREIGHT ALS PROFIT SHARING 401(K) PLAN | JACKSON MI | 146 | $6.5M | $413K |
| 6 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $292K |
