Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Gr & Income Port R6 Mutual Fund Investments in their Schedule of Assets, totaling $920K 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 | OCEAN HOUSE MANAGEMENT, LLC OCEAN HOUSE MANAGEMENT, LLC 401(K) PLAN | WATCH HILL RI | 229 | $6.0M | $920K |
