Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds* International Growth and Income Fund in their Schedule of Assets, totaling $11.6M 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 | LIAISON INTERNATIONAL, LLC LIAISON INTERNATIONAL, LLC 401(K) RETIREMENT SAVINGS PLAN | WATERTOWN MA | 381 | $45.2M | $7.4M |
| 2 | AGENCY FOR COMMUNITY TRANSIT AGENCY FOR COMMUNITY TRANSIT 403B RETIREMENT PLAN | PONTOON BEACH IL | 129 | $18.4M | $1.1M |
| 3 | TAPANI, INC. TAPANI, INC. RETIREMENT SAVINGS PLAN |
BATTLE GROUND WA |
| 620 |
| $47.6M |
| $1.1M |
| 4 | SAYERS TECHNOLOGY HOLDINGS, INC. SAYERS 401(K) PLAN | VERNON HILLS IL | 154 | $24.6M | $214K |
| 5 | TRANSPORT ENTERPRISE LEASING, LLC TRANSPORT ENTERPRISE LEASING, LLC 401(K) PLAN | CHATTANOOGA TN | 171 | $11.0M | $205K |
| 6 | SPICER GROUP, INC. SPICER GROUP, INC. 401(K) PROFIT SHARING PLAN | SAGINAW MI | 305 | $54.1M | $201K |
| 7 | TAPANI PLUMBING, INC. TAPANI PLUMBING, INC. 401(K) RETIREMENT PLAN | BATTLE GROUND WA | 106 | $15.8M | $199K |
| 8 | LEECO SUPPORT SERVICES THE LAKELAND COMPANIES EMPLOYEES' PROFIT SHARING PLAN | MINNEAPOLIS MN | 201 | $31.4M | $173K |
| 9 | JRT MECHANICAL, INC. JRT MECHANICAL, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 250 | $17.1M | $162K |
| 10 | LAKELAND MANAGEMENT SERVICES, INC. THE LAKELAND COMPANIES EMPLOYEES' PROFIT SHARING PLAN | MINNEAPOLIS MN | 234 | $32.0M | $145K |
