Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds International Growth and Income Class R6 in their Schedule of Assets, totaling $7.7M 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 | ELLA E. M. BROWN CHARITABLE CIRCLE D/B/A OAKLAWN HOSPITAL OAKLAWN TAX SHELTERED ANNUITY PLAN | MARSHALL MI | 1,100 | $89.5M | $4.9M |
| 2 | JORDAN VALLEY COMMUNITY HEALTH CENTER JORDAN VALLEY COMMUNITY HEALTH CENTER RETIREMENT PLAN | SPRINGFIELD MO | 724 | $24.6M | $1.9M |
| 3 | GREAT LAKES BAY HEALTH CENTERS |
SAGINAW MI |
| 672 |
| $51.0M |
| $714K |
| 4 | HOSPICE BRAZOS VALLEY, INC. HOSPICE BRAZOS VALLEY, INC. ERISA 403(B) PLAN | BRYAN TX | 89 | $4.7M | $163K |
