Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Growth and Income Portfolio Class R-6 Mutual fund in their Schedule of Assets, totaling $3.4M 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 | KARYOPHARM THERAPEUTICS INC. KARYOPHARM THERAPEUTICS INC. 401(K) PLAN | NEWTON MA | 284 | $55.6M | $2.5M |
| 2 | CASA-TRINITY INC CASA-TRINITY INC 401(K) PROFIT SHARING PLAN & TRUST | GENESEO NY | 301 | $5.4M | $649K |
| 3 | SIMONA AMERICA GROUP INC. SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN |
ARCHBALD PA |
| 352 |
| $23.3M |
| $175K |
| 4 | MULTI DIMENSIONAL INTEGRATION MULTI DIMENSIONAL INTEGRATION 401(K) PROFIT SHARING PLAN & TRUST | SHREWSBURY PA | 222 | $8.6M | $62K |
