Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Growth Fund of America R5 " in their Schedule of Assets, totaling $45.6M 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 | LEVI, RAY & SHOUP, INC. LEVI RAY & SHOUP 401K MATCHING CONTRIBUTION PLAN | SPRINGFIELD IL | 555 | $164.5M | $23.1M |
| 2 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $12.0M |
| 3 | THE WEBB LAW FIRM THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST |
PITTSBURGH PA |
| 131 |
| $51.8M |
| $8.1M |
| 4 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $1.8M |
| 5 | CAVICCHIO GREENHOUSES INC. CAVICCHIO GREENHOUSES RETIREMENT SAVINGS PLAN | SUDBURY MA | 437 | $18.6M | $382K |
| 6 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $127K |
