Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Moderate G/I Portfolio R6 in their Schedule of Assets, totaling $5.4M 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 | CWPM, LLC CWPM, LLC 401(K) PROFIT SHARING PLAN | PLAINVILLE CT | 342 | $22.3M | $3.3M |
| 2 | JEROME HOME JEROME HOME 403(B) PLAN | NEW BRITAIN CT | 302 | $6.0M | $1.4M |
| 3 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA |
| 257 |
| $25.0M |
| $525K |
| 4 | AERIES SOFTWARE, INC. AERIES SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 115 | $11.5M | $144K |
| 5 | ENVASES COMMERCE LLC ENVASES COMMERCE LLC 401(K) PROFIT SHARING PLAN AND TRUST | WACO TX | 200 | $3.2M | $4K |
| 6 | AXIS POWER LLC AXIS POWER LLC 401(K) PLAN | BEAUMONT TX | 139 | $3.3M | $1K |
