Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Growth and Income Portfolio Class R6 in their Schedule of Assets, totaling $4.2M 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 | WOMEN'S HEALTH CARE, P.C. WOMEN'S HEALTH CARE, P. C. PROFIT SHARING AND 401(K) PLAN | NEWBURGH IN | 114 | $21.7M | $3.8M |
| 2 | THE IDEAL GROUP, INC. 401(K) SAVINGS PLAN OF THE IDEAL GROUP OF COMPANIES | DETROIT MI | 363 | $33.1M | $197K |
| 3 | SWIFT & STALEY INC. |
PADUCAH KY |
| 161 |
| $14.4M |
| $136K |
| 4 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $53K |
| 5 | EASTERN COMMUNICATIONS LTD, LLC EASTERN COMMUNICATIONS LTD 401(K) PLAN | MARSHALLTOWN IA | 192 | $27.9M | $7K |
