Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Moderate Growth and Income Portfolio in their Schedule of Assets, totaling $365K 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 | ADVANCED MEDICAL PRICING SOLUTIONS ADVANCED MEDICAL PRICING SOLUTIONS 401(K) PROFIT SHARING PLAN | NORCROSS GA | 131 | $10.5M | $169K |
| 2 | SERVICE ENERGY, LLC SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN | CHESWOLD DE | 267 | $10.5M | $110K |
| 3 | HAMPTON GOLF INC |
JACKSONVILLE FL |
| 1,843 |
| $12.6M |
| $57K |
| 4 | NATURAL ENERGY ENGINEERING SERVICES, PLLC NATURAL ENERGY SERVICES RETIREMENT READINESS PLAN | LEXINGTON KY | 176 | $3.0M | $15K |
| 5 | SMALLWOOD MANAGEMENT COMPANY, LLC SMALLWOOD MANAGEMENT CO LLC 401(K) PLAN | LONGVIEW TX | 300 | $3.6M | $11K |
| 6 | SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION 403(B) PLAN | EVERETT WA | 162 | $25.3M | $4K |
