Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Conservative Growth and Income Fund " in their Schedule of Assets, totaling $301K 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 | FIVE STAR TRANSPORTATION, INC. FIVE STAR TRANSPORTATION, INC. 401(K) PLAN | SOUTH HADLEY MA | 290 | $1.6M | $175K |
| 2 | DAVIS FURNITURE INDUSTRIES, INC. DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN AND TRUST | HIGH POINT NC | 283 | $7.3M | $88K |
| 3 | CAVINESS BEEF PACKERS LTD |
AMARILLO TX |
| 921 |
| $22.0M |
| $23K |
| 4 | CS BEEF PACKERS, LLC CS BEEF PACKERS, LLC 401(K) PLAN | AMARILLO TX | 470 | $12.9M | $16K |
