Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Growth Fund of Amer R5 Mutual Funds in their Schedule of Assets, totaling $2.0M 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 | NORTHLINE UTILITIES, LLC NORTHLINE UTILITIES, LLC PROFIT SHARING/401(K) PLAN | AUSABLE FORKS NY | 121 | $12.1M | $1.5M |
| 2 | FRALOCK, LLC FRALOCK, LLC 401(K) PLAN | VALENCIA CA | 639 | $31.7M | $456K |
