Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Funds International - in their Schedule of Assets, totaling $1.4M 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 | LOS ANGELES JEWISH HOME FOR THE AGING LA JEWISH HOME FOR THE AGING RETIREMENT PLAN | RESEDA CA | 1,115 | $58.0M | $1.0M |
| 2 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $107K |
| 3 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN |
NEW YORK NY |
| 236 |
| $16.6M |
| $92K |
| 4 | CALIFORNIA VOCATIONS, INC. CALIFORNIA VOCATIONS, INC. EMPLOYER MATCHING RETIREMENT PLAN | PARADISE CA | 164 | $2.1M | $39K |
| 5 | PARTNERS IN DEVELOPMENT FOUNDATION 403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION | HONOLULU HI | 232 | $13.5M | $31K |
| 6 | OLD DOMINION UNIVERSITY RESEARCH FOUNDATION OLD DOMINION UNIVERSITY RESEARCH FOUNDATION TAX-SHELTERED RETIREMENT PLAN | NORFOLK VA | 871 | $27.8M | $30K |
| 7 | SAN DIEGO MUSEUM OF ART SAN DIEGO MUSEUM OF ART 403(B) RETIREMENT PLAN | SAN DIEGO CA | 117 | $11.0M | $29K |
| 8 | ARDMORE ENTERPRISES, INC. ARDMORE ENTERPRISES, INC. 403(B) PENSION PLAN | LANHAM MD | 313 | $3.6M | $19K |
| 9 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $18K |
| 10 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN | VANCOUVER WA | 3,642 | $343.5M | $17K |
