Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding American Funds Growth fund in their Schedule of Assets, totaling $135.1M 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $67.1M |
| 2 | DAIKIN APPLIED AMERICAS INC. RETIREMENT SAVINGS PLAN FOR DAIKIN GROUP AFFILIATED COMPANIES | MINNEAPOLIS MN | 6,659 | $589.8M | $39.6M |
| 3 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN |
SOUTHFIELD MI |
| 34,406 |
| $3.0B |
| $4.9M |
| 4 | ANDY MOHR AUTOMOTIVE GROUP, INC. ANDY MOHR AUTOMOTIVE 401(K) PLAN | PLAINFIELD IN | 1,121 | $36.2M | $4.0M |
| 5 | BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL | COLLINSVILLE IL | 139 | $23.6M | $3.7M |
| 6 | CASSIA CASSIA 403(B) RETIREMENT PLAN | EDINA MN | 4,852 | $128.2M | $2.6M |
| 7 | GALAXY SYSTEMS, INC. GALAXY SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | MENDHAM NJ | 498 | $31.6M | $1.7M |
| 8 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $1.6M |
| 9 | HUMAN TECHNOLOGIES, INC. HUMAN TECHNOLOGIES, INC. EMPLOYEES SAVINGS TRUST | GREENVILLE SC | 698 | $11.1M | $1.5M |
| 10 | DAKOTALAND FEDERAL CREDIT UNION DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST | HURON SD | 173 | $19.2M | $1.2M |
