Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Growth Fund of Amer R6 Mutual Funds in their Schedule of Assets, totaling $28.3M 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 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN | ADDISON TX | 605 | $119.4M | $13.4M |
| 2 | AIM LEASING COMPANY, INC. AIM LEASING COMPANY, INC. 401(K) PLAN | GIRARD OH | 947 | $32.1M | $4.9M |
| 3 | MOWERY CLINIC, L L C MOWERY CLINIC LLC 401(K) PLAN AND TRUST |
SALINA KS |
| 107 |
| $44.0M |
| $2.6M |
| 4 | HOMETOWN PHARMACY, INC. HOMETOWN PHARMACY RETIREMENT SAVINGS PLAN | NEW ERA MI | 346 | $19.7M | $2.4M |
| 5 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $1.9M |
| 6 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $1.5M |
| 7 | I & S GROUP, INC. ISG 401(K) PLAN | MANKATO MN | 497 | $37.4M | $706K |
| 8 | WHITE MOUNTAIN APACHE TRIBE WHITE MOUNTAIN APACHE TRIBE ENTERPRISE 401(K) PLAN | WHITERIVER AZ | 490 | $4.4M | $294K |
| 9 | VERRICA PHARMACEUTICALS VERRICA PHARMACEUTICALS 401(K) | WEST CHESTER PA | 102 | $5.8M | $217K |
| 10 | THE SANTA LUCIA PRESERVE CO. THE SANTA LUCIA PRESERVE CO. 401(K) PLAN | CARMEL CA | 181 | $8.4M | $148K |
