Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Growth Fund of Amer R5 in their Schedule of Assets, totaling $6.5M 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 | PLASTECH CORPORATION FRANDSEN GROUP TAX DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 481 | $30.2M | $2.8M |
| 2 | EPSILON C5I, INC. EPSILON C5I, INC. 401(K)RETIREMENT PLAN | SAN DIEGO CA | 253 | $26.7M | $2.3M |
| 3 | BIL-JAC FOODS, INC. BIL-JAC FOODS, INC. 401(K) PLAN |
MEDINA OH |
| 121 |
| $13.9M |
| $1.4M |