Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Conservative Growth & Income Portfolio R5 Mutual fund in their Schedule of Assets, totaling $76K 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 | SOBRATO ORGANIZATION THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN | MOUNTAIN VIEW CA | 102 | $23.1M | $76K |
