Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Growth Fnd R3 Registered investment company 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 | ACUATIVE CORPORATION ACUATIVE CORPORATION 401(K) PLAN | FAIRFIELD NJ | 336 | $37.6M | $3.3M |
| 2 | TENNIS CORPORATION OF AMERICA TCA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,351 | $40.3M | $2.2M |
| 3 | CITIZENS TRUST BANK CITIZENS TRUST BANK 401(K) RETIREMENT PLAN |
ATLANTA GA |
| 128 |
| $10.3M |
| $923K |
| 4 | SANTA BARBARA NEIGHBORHOOD CLINICS THE SANTA BARBARA NEIGHBORHOOD CLINICS 403(B) PLAN | SANTA BARBARA CA | 203 | $6.7M | $81K |