Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds Growth-Income - in their Schedule of Assets, totaling $1.4M 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 | LOS ANGELES JEWISH HOME FOR THE AGING LA JEWISH HOME FOR THE AGING RETIREMENT PLAN | RESEDA CA | 1,115 | $58.0M | $942K |
| 2 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $187K |
| 3 | THE FRICK COLLECTION |
NEW YORK NY |
| 278 |
| $22.1M |
| $85K |
| 4 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 236 | $16.6M | $56K |
| 5 | SAN DIEGO MUSEUM OF ART SAN DIEGO MUSEUM OF ART 403(B) RETIREMENT PLAN | SAN DIEGO CA | 117 | $11.0M | $52K |
| 6 | ARDMORE ENTERPRISES, INC. ARDMORE ENTERPRISES, INC. 403(B) PENSION PLAN | LANHAM MD | 313 | $3.6M | $44K |
| 7 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN | VANCOUVER WA | 3,642 | $343.5M | $11K |
| 8 | VETERANS VILLAGE OF SAN DIEGO VIETNAM VETERANS OF SAN DIEGO, INC. 403(B) PLAN | SAN DIEGO CA | 124 | $2.1M | $10K |
| 9 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $6K |
| 10 | INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS IN | 2,971 | $480.6M | $4K |
