Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Conservative Growth and Income Mutual Fund in their Schedule of Assets, totaling $828K 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 | DONNA MEDICAL CLINIC, P.A. DONNA MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | MCALLEN TX | 117 | $7.5M | $782K |
| 2 | SOUTHEASTERN PNEUMATIC, INC. SOUTHEASTERN PNEUMATIC 401(K) PLAN | ELLAVILLE GA | 87 | $3.5M | $46K |
