Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Moderate Growth and Income Portfolio R6 in their Schedule of Assets, totaling $8.0M 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 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $5.3M |
| 2 | OBHG MANAGEMENT SERVICES, LLC OBHG 401(K) PLAN | GREENVILLE SC | 2,566 | $113.3M | $2.5M |
| 3 | LIFT SOLUTIONS HOLDINGS, LLC LIFT SOLUTIONS HOLDINGS, LLC 401(K) PROFIT SHARING |
NEENAH WI |
| 443 |
| $16.1M |
| $123K |
| 4 | PARAGON TECHNOLOGY GROUP, INC. PARAGON TECHNOLOGY GROUP 401(K) PLAN | VIENNA VA | 103 | $11.2M | $121K |
| 5 | GIRI HOTEL MANAGEMENT LLC GIRI HOTEL MANAGEMENT LLC 401(K) PLAN | QUINCY MA | 552 | $3.6M | $11K |
