Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Moderate Growth and Income Portfolio Fund " in their Schedule of Assets, totaling $511K 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 | POMPANOOSUC MILLS CORPORATION POMPANOOSUC MILLS CORPORATION 401(K) PROFIT SHARING PLAN | EAST THETFORD VT | 113 | $3.9M | $494K |
| 2 | GRETCHEN'S HOUSE, INC. GRETCHEN'S HOUSE INC 401(K) PLAN | ANN ARBOR MI | 233 | $4.1M | $10K |
| 3 | HILL-MURRAY SCHOOL, INC. HILL-MURRAY SCHOOL 403(B) PLAN |
MAPLEWOOD MN |
| 125 |
| $5.0M |
| $6K |
