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 Pooled separate account in their Schedule of Assets, totaling $2.6M 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 | MARTECH MEDICAL PRODUCTS, INC. MARKEL 401(K) PLAN | HARLEYSVILLE PA | 304 | $32.7M | $1.2M |
| 2 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. 403(B) PLAN | BROOKLYN NY | 900 | $17.9M | $578K |
| 3 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. |
BROOKLYN NY |
| 1,416 |
| $14.7M |
| $503K |
| 4 | COMMUNITY PARTNERS IN ACTION, INC. COMMUNITY PARTNERS IN ACTION DEFINED CONTRIBUTION PLAN | HARTFORD CT | 209 | $11.2M | $292K |
| 5 | BAY AREA COMMUNITY SERVICES, INC. BAY AREA COMMUNITY SERVICES 403(B) PLAN | OAKLAND CA | 643 | $8.0M | $9K |
