Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Global Growth *** in their Schedule of Assets, totaling $651K 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 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $199K |
| 2 | AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN | FORT WAYNE IN | 159 | $7.2M | $79K |
| 3 | HEGIRA HEALTH, INC. |
LIVONIA MI |
| 463 |
| $17.2M |
| $68K |
| 4 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $54K |
| 5 | WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE WHITE PLAINS HOSPITAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | WHITE PLAINS NY | 463 | $66.1M | $54K |
| 6 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $48K |
| 7 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $34K |
| 8 | ST LUKE LUTHERAN HOME FOR THE AGING ST LUKE LUTHERAN HOME FOR THE AGING EMPLOYEE RETIREMENT PLAN | NORTH CANTON OH | 198 | $6.3M | $28K |
| 9 | O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN | STOCKTON CA | 329 | $6.8M | $24K |
| 10 | VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE IN | 172 | $6.5M | $18K |
