Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Service Company in their Schedule of Assets, totaling $76.3M 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 | GRIMMWAY ENTERPRISES, INC. GRIMMWAY ENTERPRISES 401(K) PLAN | ARVIN CA | 2,297 | $76.0M | $44.8M |
| 2 | LT CORPORATION & AFFILIATES LT CORPORATION & AFFILIATES SAVINGS PLAN | CLEVELAND MS | 483 | $27.1M | $15.6M |
| 3 | ZEALANDIA HOLDING COMPANY, INC. ZEALANDIA HOLDING COMPANY, INC. 401(K) PLAN |
ASHEVILLE NC |
| 445 |
| $10.6M |
| $7.9M |
| 4 | USPIRITUS INC. USPIRITUS, INC. 403(B) PLAN | LOUISVILLE KY | 256 | $3.3M | $2.1M |
| 5 | IOWA STATE BANK IOWA STATE BANK 401(K) PLAN | ORANGE CITY IA | 123 | $21.5M | $1.8M |
| 6 | WILSON, ELSER, MOSKOWITZ, EDELMAN, & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER, LLP DEFINED BENEFIT PLAN FOR NON-LEGAL STAFF | NEW YORK NY | 71 | $11.3M | $1.5M |
| 7 | WILLOW BEND MORTGAGE COMPANY, LLC SHADDOCK COMPANIES 401(K) PLAN | PLANO TX | 1,417 | $54.7M | $750K |
| 8 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $630K |
| 9 | JENNE, INC. JENNE, INC. 401(K) PLAN | AVON OH | 193 | $29.5M | $538K |
| 10 | BUILDERS WAREHOUSE, INC. BUILDERS WAREHOUSE, INC. 401(K) PROFIT SHARING PLAN | KEARNEY NE | 287 | $17.2M | $442K |
