Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Growth Fund of America R6 Registered investment company in their Schedule of Assets, totaling $7.8M 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 | MORNINGSTAR PARTNERS, L.P. MORNINGSTAR PARTNERS, L.P. EMPLOYEES' 401(K) PLAN | FORT WORTH TX | 177 | $20.2M | $3.0M |
| 2 | WHITFIELD SCHOOL WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 83 | $18.4M | $2.4M |
| 3 | ASSEMI GROUP, INC. ASSEMI GROUP, INC. RETIREMENT PLAN |
FRESNO CA |
| 100 |
| $11.2M |
| $667K |
| 4 | VESTAR PROPERTIES, INC. VESTAR PROPERTIES, INC. 401K PLAN | PHOENIX AZ | 121 | $22.4M | $666K |
| 5 | MID VALLEY IPA, INC. MID VALLEY IPA, INC. 401(K) PLAN | SALEM OR | 50 | $9.3M | $611K |
| 6 | FIRST MONTGOMERY PAYROLL INC. FIRST MONTGOMERY PAYROLL INC 401(K) PLAN | HADDON TOWNSHIP NJ | 121 | $12.5M | $238K |
| 7 | BACKSTAGE LIBRARY WORKS BACKSTAGE LIBRARY WORKS 401(K) PLAN | PROVO UT | 148 | $7.7M | $169K |
