Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Conservative Growth and Income Portfolio " in their Schedule of Assets, totaling $682K 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 | BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN | PORTLAND OR | 2,658 | $34.5M | $513K |
| 2 | ADVANCED MEDICAL PRICING SOLUTIONS ADVANCED MEDICAL PRICING SOLUTIONS 401(K) PROFIT SHARING PLAN | NORCROSS GA | 131 | $10.5M | $158K |
| 3 | NATURAL ENERGY ENGINEERING SERVICES, PLLC |
LEXINGTON KY |
| 176 |
| $3.0M |
| $5K |
| 4 | SMALLWOOD MANAGEMENT COMPANY, LLC SMALLWOOD MANAGEMENT CO LLC 401(K) PLAN | LONGVIEW TX | 300 | $3.6M | $4K |
| 5 | METRON FARNIER, LLC METRON FARNIER, LLC 401(K) PLAN | BOULDER CO | 141 | $1.6M | $2K |
