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 R4 Registered Investment Company in their Schedule of Assets, totaling $2.4M 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 | ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS CA | 123 | $20.1M | $1.5M |
| 2 | DAVIDSON'S, INC. DAVIDSON'S, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | PRESCOTT AZ | 239 | $18.2M | $627K |
| 3 | BEAUTY 21 COSMETICS INC |
ONTARIO CA |
| 161 |
| $11.6M |
| $251K |
