Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds International vantage fund in their Schedule of Assets, totaling $13.7M 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 | EQUITY RESIDENTIAL EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,323 | $326.5M | $9.4M |
| 2 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $2.1M |
| 3 | MILESTONE, INC. MILESTONE, INC. RETIREMENT PLAN |
LOVES PARK IL |
| 450 |
| $10.2M |
| $1.6M |
| 4 | DELIVERHEALTH SOLUTIONS, LLC DELIVERHEALTH SOLUTIONS, LLC 401(K) PLAN | MADISON WI | 159 | $17.7M | $330K |
| 5 | WINEDIRECT, INC. WINEDIRECT, INC. 401(K) PLAN | AMERICAN CANYON CA | 277 | $6.9M | $184K |
| 6 | SPECIALISTS HOSPITAL SHREVEPORT, L.L.C. SPECIALISTS HOSPITAL SHREVEPORT, LLC 401(K) PLAN | SHREVEPORT LA | 154 | $6.7M | $31K |
| 7 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $25K |
| 8 | MUSCULOSKELETAL INSTITUTE OF LOUISIANA, MUSCULOSKELETAL INSTITUTE OF LOUISIANA, A.P.M.C. PROFIT SHARING PLAN | SHREVEPORT LA | 94 | $34.4M | $2K |
