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 R5 in their Schedule of Assets, totaling $8.9M 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 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $3.4M |
| 2 | MAGRUDER EYE INSTITUTE MAGRUDER EYE INSTITUTE 401(K) PLAN | ORLANDO FL | 206 | $20.2M | $2.2M |
| 3 | GASTROINTESTINAL ASSOCIATES, P.C. |
KNOXVILLE TN |
| 148 |
| $25.7M |
| $2.2M |
| 4 | BOSTON, INC. DBA FURNITURE & APPLIANCE MART BOSTON, INC. PROFIT SHARING PLAN | STEVENS POINT WI | 465 | $16.9M | $448K |
| 5 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $446K |
| 6 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN | WAIANAE HI | 519 | $31.7M | $135K |
| 7 | TAN HOLDINGS CORPORATION TAN HOLDINGS CORPORATION 401(K) PROFIT SHARING PLAN | SAIPAN MP | 474 | $17.3M | $54K |
| 8 | BOARD OF TRUSTEES ILA WAREHOUSE EMPLOYEES PENSION FUND ILA WAREHOUSE EMPLOYEES PENSION FUND | STATEN ISLAND NY | 801 | $16.1M | $52K |
