Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds International *** 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $344K |
| 2 | O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN | STOCKTON CA | 329 | $6.8M | $231K |
| 3 | HEGIRA HEALTH, INC. HHI RETIREMENT SAVINGS PLAN |
LIVONIA MI |
| 463 |
| $17.2M |
| $101K |
| 4 | LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN | VENTURA CA | 214 | $10.0M | $90K |
| 5 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $56K |
| 6 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $53K |
| 7 | WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE WHITE PLAINS HOSPITAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | WHITE PLAINS NY | 463 | $66.1M | $50K |
| 8 | ST LUKE LUTHERAN HOME FOR THE AGING ST LUKE LUTHERAN HOME FOR THE AGING EMPLOYEE RETIREMENT PLAN | NORTH CANTON OH | 198 | $6.3M | $46K |
| 9 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $43K |
| 10 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $20K |
