Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds Moderate G&I Port - R6 in their Schedule of Assets, totaling $868K 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 | NEWPORT GROUP, INC. MMHR 401(K) POOLED EMPLOYER PLAN | FOLSOM CA | 1,506 | $37.0M | $868K |
