Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Moderate Growth and Mutual Fund - in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $1.0M |
| 2 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 786 | $10.4M | $41K |
| 3 | DISCOVERY HEALTH SCIENCES FOUNDATION, INC. |
KENNER LA |
| 428 |
| $13.3M |
| $26K |
| 4 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 906 | $11.6M | $2K |
