Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMER FUNDS GRWTH & INCOME PORTFOLIO R5 Registered Investment Company in their Schedule of Assets, totaling $854K 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 | OREGON CATHOLIC PRESS OREGON CATHOLIC PRESS 403(B) PLAN | LAKE OSWEGO OR | 140 | $27.8M | $854K |
