Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds Growth and Income Portfolio in their Schedule of Assets, totaling $2.4M 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 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH NJ | 1,834 | $85.3M | $1.4M |
| 2 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $440K |
| 3 | ALLIANCE FRANCHISE BRANDS LLC ALLIANCE FRANCHISE BRANDS LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN |
PLYMOUTH MI |
| 186 |
| $23.0M |
| $439K |
| 4 | NEIGHBORHOOD HEALTHCARE NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN | ESCONDIDO CA | 1,418 | $59.3M | $48K |
| 5 | LANE GORMAN TRUBITT, LLC LANE GORMAN TRUBITT, LLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 131 | $25.4M | $39K |
| 6 | M BAR C CONSTRUCTION, INC. NEST EGG 401(K) RETIREMENT SAVINGS PLAN | SAN MARCOS CA | 207 | $12.9M | $29K |
| 7 | FERAZZOLI IMPORTS OF NEW ENGLAND, INC. GALLERIA STONE AND TILE 401(K) PLAN | MIDDLETOWN CT | 0 | $0 | $14K |
