Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Gr & Income Port R6 American Funds 0 in their Schedule of Assets, totaling $863K 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 | JIM S. ADLER & ASSOCIATES JIM S. ADLER & ASSOC. 401(K) RETIREMENT PLAN | HOUSTON TX | 274 | $22.6M | $343K |
| 2 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $293K |
| 3 | ASSOCIATION FOR ENERGY AFFORDABILITY, INC. |
BRONX NY |
| 119 |
| $12.8M |
| $152K |
| 4 | CENTER FOR POPULAR DEMOCRACY, INC. CENTER FOR POPULAR DEMOCRACY INC RETIREMENT PLAN | BROOKLYN NY | 98 | $9.7M | $57K |
| 5 | ALL WEST COMMUNICATIONS, INC. ALL WEST 401(K) PROFIT SHARING PLAN | KAMAS UT | 122 | $9.5M | $18K |
