Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Growth and Income Portfolio, Class R-6 in their Schedule of Assets, totaling $2.7M 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 | GRAND HOME FURNISHINGS GRAND PIANO & FURNITURE CO. , INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | ROANOKE VA | 356 | $23.7M | $1.2M |
| 2 | FEI.COM, INC. FEI.COM, INC. 401(K) PLAN | COLUMBIA MD | 367 | $62.2M | $700K |
| 3 | MCGRORY GLASS, INC. MCGRORY GLASS, INC. 401(K) PLAN |
PAULSBORO NJ |
| 181 |
| $15.9M |
| $467K |
| 4 | BREAKERS UNLIMITED BREAKERS UNLIMITED QBOX 401(K) PLAN | NOBLESVILLE IN | 125 | $11.6M | $158K |
| 5 | VALIDITY INC. VALIDITY INC. 401(K) PLAN | BOSTON MA | 184 | $25.7M | $92K |
| 6 | LIONSHEAD SPECIALTY TIRE & WHE LIONSHEAD SPECIALTY TIRE & WHE 401(K) PROFIT SHARING PLAN & TRUST | GOSHEN IN | 223 | $3.0M | $76K |
| 7 | PARTNERSHIP WITH CHILDREN, INC. PARTNERSHIP WITH CHILDREN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $4.7M | $27K |
