Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 310 U.S. retirement plans report holding American funds in their Schedule of Assets, totaling $2.7B 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 | SECURITAS SECURITY SERVICES USA, IN SECURITAS SECURITY SERVICES USA INCENTIVE SAVINGS AND RETIREMENT PLAN | WESTLAKE VILLAGE CA | 76,740 | $519.2M | $300.3M |
| 2 | HCC INSURANCE HOLDINGS, INC. HCC INSURANCE HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 2,750 | $560.6M | $195.0M |
| 3 | THE WILLIAM CARTER COMPANY |
ATLANTA GA |
| 6,091 |
| $318.7M |
| $141.8M |
| 4 | NORTEK, INC. NORTEK 401(K) PLAN | CHICAGO IL | 2,630 | $204.3M | $128.6M |
| 5 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 403(B) PLAN | PROVIDENCE RI | 1,424 | $280.2M | $123.5M |
| 6 | HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC. HANNIBAL REGIONAL HOSPITAL RETIREMENT SAVINGS PLAN | HANNIBAL MO | 1,627 | $129.6M | $86.4M |
| 7 | EASTERN RESEARCH GROUP, INC. EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | CONCORD MA | 731 | $217.6M | $80.1M |
| 8 | HORIZON SERVICES, LLC HORIZON SERVICES LLC 401(K) PLAN | NEWARK DE | 2,426 | $83.1M | $56.3M |
| 9 | BEPCO, L.P. BASS THRIFT / 401(K) PLAN AND TRUST | FORT WORTH TX | 482 | $107.4M | $52.4M |
| 10 | UNIVERSITY FEDERAL CREDIT UNION UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | AUSTIN TX | 749 | $126.6M | $51.1M |
