Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American funds American funds Conservative Growth and Income - in their Schedule of Assets, totaling $691K 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 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | NEWPORT RI | 237 | $15.1M | $540K |
| 2 | COMMUNITY HEALTH CARE CENTER INC COMMUNITY HEALTH CARE CENTER 401(K) PLAN | GREAT FALLS MT | 174 | $6.0M | $150K |
| 3 | CRIMSON GOVERNMENT, LLC |
CARLISE OH |
| 113 |
| $4.8M |
| $1K |
