Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Moderate Growth and Income Portfolio Mutual Fund - in their Schedule of Assets, totaling $1.2M 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 | THE BAY CLUB COMPANY THE BAY CLUB COMPANY 401(K) PLAN | SAN FRANCISCO CA | 1,549 | $47.7M | $1.2M |
| 2 | STILLWATER DESIGNS AND AUDIO, INC. STILLWATER DESIGNS AND AUDIO, INC. 401(K) PROFIT SHARING PLAN | STILLWATER OK | 192 | $34.4M | $9K |
