Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds Growth-Income *** in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $1.1M |
| 2 | AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN | FORT WAYNE IN | 159 | $7.2M | $590K |
| 3 | O'CONNOR WOODS |
STOCKTON CA |
| 329 |
| $6.8M |
| $492K |
| 4 | WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE WHITE PLAINS HOSPITAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | WHITE PLAINS NY | 463 | $66.1M | $308K |
| 5 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $239K |
| 6 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $221K |
| 7 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $208K |
| 8 | ST LUKE LUTHERAN HOME FOR THE AGING ST LUKE LUTHERAN HOME FOR THE AGING EMPLOYEE RETIREMENT PLAN | NORTH CANTON OH | 198 | $6.3M | $136K |
| 9 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $126K |
| 10 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $119K |
