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 Registered investment company in their Schedule of Assets, totaling $39.0M 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 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $13.0M |
| 2 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $6.9M |
| 3 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST |
BETHESDA MD |
| 182 |
| $36.5M |
| $6.8M |
| 4 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN | BREA CA | 254 | $33.3M | $4.0M |
| 5 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $2.4M |
| 6 | OAKLAND PAPER & SUPPLY, INC. COGENT SOLUTIONS AND SUPPLIES 401(K) PROFIT SHARING PLAN | RICHMOND CA | 141 | $17.8M | $2.1M |
| 7 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN | ALTADENA CA | 423 | $25.1M | $1.8M |
| 8 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,235 | $41.1M | $683K |
| 9 | ASKO PROCESSING, INC. ASKO PROCESSING, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | SEATTLE WA | 171 | $8.5M | $567K |
| 10 | JMAC CORPORATE SERVICES, LLC JMAC CORPORATE SERVICES, LLC PROFIT SHARING/401(K) PLAN | WENATCHEE WA | 223 | $7.2M | $379K |
