Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Growth Fund of Amer R3 in their Schedule of Assets, totaling $16.1M 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 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $7.7M |
| 2 | CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY MO | 476 | $21.4M | $2.4M |
| 3 | OHANA PACIFIC MANAGEMENT CO., INC. |
KANEOHE HI |
| 586 |
| $11.5M |
| $1.6M |
| 4 | H.O.T. GRAPHIC SERVICES, INC. H.O.T. AND EMI 401(K) PLAN | NORTHWOOD OH | 116 | $7.0M | $942K |
| 5 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $896K |
| 6 | BOCH ENTERPRISES EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF BOCH ENTERPRISES | NORWOOD MA | 187 | $42.3M | $784K |
| 7 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $627K |
| 8 | TRANSYLVANIA VOCATIONAL SERVIC TRANSYLVANIA VOCATIONAL SERVIC 401(K) PROFIT SHARING PLAN & TRUST | BREVARD NC | 201 | $3.3M | $392K |
| 9 | MEDSTAR, INC. MEDSTAR AMBULANCE RETIREMENT SAVINGS PLAN & TRUST | CLINTON TOWNSHIP MI | 214 | $10.9M | $311K |
| 10 | UNITED INDIAN HEALTH SERVICES UNITED INDIAN HEALTH SERVICES 403(B) PLAN | ARCATA CA | 233 | $11.6M | $309K |
