Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Moderate Growth and Income Portfolio Class R-6 in their Schedule of Assets, totaling $110K 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 | CALIBER PUBLIC SCHOOLS CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND CA | 223 | $7.6M | $94K |
| 2 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $16K |
