Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Growth Fund of America R3 Mutual fund in their Schedule of Assets, totaling $6.5M 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 | AMATROL, INC. AMATROL. INC. 401(K) PLAN | JEFFERSONVILLE IN | 136 | $18.2M | $4.5M |
| 2 | CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. 401(K) PLAN | AVON IN | 396 | $16.3M | $1.7M |
| 3 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN |
CAMDEN NJ |
| 10,323 |
| $944.0M |
| $209K |
| 4 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $38K |
