Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds Growth and Income Portfolio " in their Schedule of Assets, totaling $1.9M 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 | ADVANCED MEDICAL PRICING SOLUTIONS ADVANCED MEDICAL PRICING SOLUTIONS 401(K) PROFIT SHARING PLAN | NORCROSS GA | 131 | $10.5M | $475K |
| 2 | FIVE STAR TRANSPORTATION, INC. FIVE STAR TRANSPORTATION, INC. 401(K) PLAN | SOUTH HADLEY MA | 290 | $1.6M | $369K |
| 3 | LONG HAUL TRUCKING, INC. |
CLEARWATER MN |
| 143 |
| $8.1M |
| $231K |
| 4 | UNITED SOUTHERN BANK UNITED SOUTHERN BANK EMPLOYEES' 401(K) PLAN | UMATILLA FL | 153 | $21.2M | $213K |
| 5 | CARTER-HASTON REAL ESTATE SERVICES, INC. CARTER-HASTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN | NASHVILLE TN | 413 | $5.2M | $141K |
| 6 | INVOCA, INC. INVOCA, INC. 401(K) PROFIT SHARING PLAN & TRUST | WEST HOLLYWOOD CA | 332 | $47.5M | $116K |
| 7 | CAVINESS BEEF PACKERS LTD CAVINESS BEEF PACKERS LTD 401(K) PLAN | AMARILLO TX | 921 | $22.0M | $84K |
| 8 | QUALITY FOODS CORPORATION KUHN'S MARKET QUALITY FOODS CORPORATION EMPLOYEE PROFIT SHARING PLAN | PITTSBURGH PA | 396 | $10.3M | $73K |
| 9 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $55K |
| 10 | CHILDREN'S THERAPY CENTER CHILDREN'S THERAPY CENTER 403(B) PLAN | KENT WA | 120 | $10.3M | $54K |
