Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Growth Fund of Amer Mutual Fund in their Schedule of Assets, totaling $3.7M 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 | BBG, INC. BBG 401(K) PLAN | DALLAS TX | 523 | $30.9M | $2.0M |
| 2 | RECIPROCAL MANAGEMENT CORPORAT RECIPROCAL MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | PRINCETON NJ | 298 | $21.1M | $1.1M |
| 3 | IMMANUEL LUTHERAN CORPORATION IMMANUEL LUTHERAN 401(K) PLAN |
KALISPELL MT |
| 0 |
| $0 |
| $305K |
| 4 | NEW COMMUNITIES, INC. NEW COMMUNITIES, INC. 403(B) PLAN | WESTBROOK ME | 313 | $6.8M | $221K |
| 5 | CARD KINGDOM, INC. CARD KINGDOM, INC. 401(K) PLAN | MONROE WA | 428 | $13.4M | $96K |
