Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Growth Fund of America Fund Mutual fund in their Schedule of Assets, totaling $3.8M 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 | CARLSON, BARBEE & GIBSON, INC. CARLSON, BARBEE & GIBSON, INC. 401(K) PLAN | SAN RAMON CA | 116 | $31.3M | $2.5M |
| 2 | HOFFMANN BROTHERS HEATING & AIR CONDITIONING HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 360 | $27.4M | $783K |
| 3 | KEIRO NORTHWEST |
SEATTLE WA |
| 62 |
| $3.7M |
| $237K |
| 4 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. MONEY PURCHASE PENSION PLAN | MIDWEST CITY OK | 151 | $3.8M | $218K |
| 5 | MODSQUAD, INC. MODSQUAD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 188 | $6.8M | $105K |
