Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Growth Fund of Amer R5 American Funds 0 in their Schedule of Assets, totaling $10.1M 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 | DS GRAPHICS, INC. DS GRAPHICS EMPLOYEE SAVINGS 401(K) PLAN | LOWELL MA | 250 | $30.4M | $5.2M |
| 2 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M | $2.4M |
| 3 | GEORGE, MILES & BUHR LLC |
SALISBURY MD |
| 115 |
| $19.8M |
| $1.5M |
| 4 | INDUSTRIAL SALES & MANUFACTURING, INC. INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN | ERIE PA | 144 | $21.9M | $934K |
