Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 82 U.S. retirement plans report holding The American Funds in their Schedule of Assets, totaling $285.1M 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 | NORTHSIDE HOSPITAL, INC. NORTHSIDE HOSPITAL 403(B) RETIREMENT PLAN | ATLANTA GA | 31,639 | $1.8B | $159.5M |
| 2 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,378 | $2.3B | $45.7M |
| 3 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN |
NAPERVILLE IL |
| 7,832 |
| $326.1M |
| $13.9M |
| 4 | HOLT OF CALIFORNIA THE HOLT RETIREMENT PLAN | PLEASANT GROVE CA | 916 | $135.0M | $8.5M |
| 5 | PACE ANALYTICAL SERVICES, LLC PACE ANALYTICAL RETIREMENT SAVINGS PLAN | ROSEVILLE MN | 4,623 | $296.8M | $7.6M |
| 6 | 1ST LLC 1ST LLC 401(K) PLAN | — | 2,175 | $76.9M | $6.0M |
| 7 | ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD IL | 4,571 | $499.7M | $4.4M |
| 8 | FIRST COUNTY BANK RETIREMENT PLAN OF FIRST COUNTY BANK | STAMFORD CT | 126 | $76.0M | $4.3M |
| 9 | J.H. FINDORFF & SON INC. J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN | MADISON WI | 284 | $90.7M | $3.3M |
| 10 | WEST LIBERTY FOODS, L.L.C. WEST LIBERTY FOODS, L.L.C. EMPLOYEE SAVINGS PLAN | WEST LIBERTY IA | 1,947 | $51.4M | $3.0M |
