Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Growth Fd Amer R4 in their Schedule of Assets, totaling $1.5M 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 | KANSAS HEART HOSPITAL, L.L.C. KANSAS HEART HOSPITAL, L.L.C. EMPLOYEES SAVINGS TRUST | WICHITA KS | 185 | $27.6M | $762K |
| 2 | SOMERSET PEDIATRIC GROUP, LLC SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN | RARITAN NJ | 221 | $21.0M | $549K |
| 3 | ORBIT INTERNATIONAL CORP. |
HAUPPAUGE NY |
| 112 |
| $16.8M |
| $239K |