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 R5E Mutual fund - in their Schedule of Assets, totaling $16.5M 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 | WESTEX BANCORP, INC. THE BANK & TRUST 401K AND PROFIT SHARING PLAN | DEL RIO TX | 153 | $31.0M | $6.6M |
| 2 | FFKR ARCHITECTS/PLANNERS II FFKR ARCHITECTS/PLANNERS II 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 158 | $30.0M | $6.4M |
| 3 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN |
COVINGTON LA |
| 420 |
| $30.2M |
| $3.5M |
