Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Mod Growth and Inc R6 American Funds 0 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 | WASATCH PEDIATRICS, INC. WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN | WEST JORDAN UT | 189 | $68.8M | $1.3M |
| 2 | MONTI, INC. MONTI, INC. SAVINGS AND INCENTIVE PLAN & TRUST | CINCINNATI OH | 400 | $27.2M | $1.0M |
| 3 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST |
RANDOLPH MA |
| 126 |
| $29.0M |
| $689K |
| 4 | MRS BPO, LLC MRS BPO, LLC 401(K) PLAN | CHERRY HILL NJ | 275 | $5.2M | $428K |
| 5 | NORTHVIEW HOTELS & RESORTS, LLC NORTHVIEW HOTELS & RESORTS 401(K) PLAN | WILTON CT | 2,348 | $21.2M | $151K |
