Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Growth Fund of Amer R4 in their Schedule of Assets, totaling $46.1M 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 | DIGITAL FEDERAL CREDIT UNION DIGITAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 1,737 | $221.3M | $25.4M |
| 2 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $5.6M |
| 3 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN |
ST. CLOUD MN |
| 201 |
| $49.9M |
| $4.8M |
| 4 | ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 112 | $37.6M | $4.1M |
| 5 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $2.6M |
| 6 | CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN | HUNTERSVILLE NC | 144 | $38.3M | $1.7M |
| 7 | ASPYR MEDIA, INC. ASPYR MEDIA 401(K) PLAN | AUSTIN TX | 114 | $11.7M | $981K |
| 8 | MCNAMARA/SALVIA, INC. MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST | BOSTON MA | 114 | $31.6M | $761K |
