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 Fund in their Schedule of Assets, totaling $390K 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 | HILL-MURRAY SCHOOL, INC. HILL-MURRAY SCHOOL 403(B) PLAN | MAPLEWOOD MN | 125 | $5.0M | $179K |
| 2 | TRANSPORT ENTERPRISE LEASING, LLC TRANSPORT ENTERPRISE LEASING, LLC 401(K) PLAN | CHATTANOOGA TN | 171 | $11.0M | $155K |
| 3 | CS BEEF PACKERS, LLC CS BEEF PACKERS, LLC 401(K) PLAN |
AMARILLO TX |
| 470 |
| $12.9M |
| $49K |
| 4 | CHILDERS OIL CO. CHILDERS OIL 401(K) PLAN | WHITESBURG KY | 755 | $1.7M | $8K |
