Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Growth Fund of Amer R2 Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | SOUTHEASTERN PNEUMATIC, INC. SOUTHEASTERN PNEUMATIC 401(K) PLAN | ELLAVILLE GA | 87 | $3.5M | $649K |
| 2 | NEW CHOICES, INC. NEW CHOICES, INC. 401(K) RETIREMENT PLAN | BETTENDORF IA | 215 | $4.7M | $256K |
| 3 | KIMBERTON WHOLE FOODS KIMBERTON WHOLE FOODS 401(K) PLAN |
KIMBERTON PA |
| 214 |
| $4.6M |
| $102K |
| 4 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $95K |
