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 R3 Mutual Fund in their Schedule of Assets, totaling $7.8M 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 | PEABODY MOTOR SPORTS, INC. PEABODY MOTOR SPORTS, INC. 401(K) PROFIT SHARING PLAN | PEABODY MA | 445 | $38.1M | $4.7M |
| 2 | NOVA VENTURES GROUP CORP. NOVA 401(K) PLAN | WAKEFIELD MA | 131 | $21.2M | $2.6M |
| 3 | BELAIR BUILDERS, INC. BELAIR BUILDERS, INC. 401(K) PROFIT SHARING PLAN |
NEW BRIGHTON MN |
| 162 |
| $5.5M |
| $365K |
| 4 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, INC. RETIREMENT PLAN | CORTLAND NY | 100 | $6.2M | $134K |
| 5 | SENIOR SERVICES OF AMERICA, LLC SENIOR SERVICES OF AMERICA, LLC 401(K) PLAN | GIG HARBOR WA | 560 | $2.0M | $29K |
