Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Conservative Growth and Income Fund Mutual fund in their Schedule of Assets, totaling $262K 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 | SPOKEO INC SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST | PASADENA CA | 140 | $16.4M | $156K |
| 2 | TKL RESEARCH INC. THE TKL PROFIT SHARING & 401K SAVINGS PLAN | FAIR LAWN NJ | 124 | $18.2M | $100K |
| 3 | PROGRESSIVE MEDICAL ENTERPRISE LLC PROGRESSIVE HEALTH SYSTEMS, INC. 401(K) PLAN |
OXFORD MS |
| 331 |
| $3.7M |
| $6K |
