Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Growth Fund of Amer R3 Mutual Funds in their Schedule of Assets, totaling $3.8M 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 | D. SHELLY GROUP, INC. D. SHELLY GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 623 | $28.1M | $3.0M |
| 2 | STRATA, INC. STRATA, INC. 401(K) PLAN | BOISE ID | 93 | $7.7M | $608K |
| 3 | S & B METAL PRODUCTS, INC. S & B METAL PRODUCTS, INC. COMPENSATION DEFERRAL THRIFT PLAN |
LAKELAND FL |
| 112 |
| $8.3M |
| $199K |
