Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Growth Fund-R4 Mutual Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF LOCAL 40 ANNUITY FUND INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND | TAMPA FL | 110 | $11.5M | $964K |
| 2 | ADIRONDACK COMMUNITY ACTION PROGRAMS, INC. ADIRONDACK COMMUNITY ACTION PROGRAMS, INC. RETIREMENT SAVINGS PLAN | ELIZABETHTOWN NY | 123 | $4.0M | $95K |