Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds Moderate Growth and Income Portfolio in their Schedule of Assets, totaling $744K 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 | EMBARRAS RIVER BASIN AGENCY, INC. ERBA EMPLOYEE'S 401(K) PLAN | GREENUP IL | 136 | $4.6M | $539K |
| 2 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | NEWPORT RI | 237 | $15.1M | $195K |
| 3 | CHASSE BUILDING TEAM, INC. |
TEMPE AZ |
| 267 |
| $29.5M |
| $10K |
| 4 | K2 MEDICAL HOLDING COMPANY LLC K2 MEDICAL RESEARCH LLC 401(K) PLAN | MAITLAND FL | 240 | $3.5M | $1K |
