Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds International Pooled separate account in their Schedule of Assets, totaling $3.6M 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 | ADVENTIST HEALTH SYSTEM/WEST, INC. ADVENTIST HEALTH 403(B) ERISA PLAN | ROSEVILLE CA | 1,450 | $226.5M | $3.1M |
| 2 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $221K |
| 3 | NICHOLAS H. NOYES MEMORIAL HOSPITAL |
DANSVILLE NY |
| 566 |
| $35.6M |
| $141K |
| 4 | THE GUTHRIE CLINIC GUTHRIE 403(B) RETIREMENT SAVINGS PLAN | SAYRE PA | 11,376 | $629.8M | $86K |
| 5 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $38K |
| 6 | LEADS, INC LEADS 403(B) PENSION PLAN | NEWARK OH | 91 | $4.0M | $1K |