Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Preservation Portfolio " in their Schedule of Assets, totaling $509K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE LILLY COMPANY THE LILLY COMPANY 401(K) PLAN | MEMPHIS TN | 283 | $24.7M | $379K |
| 2 | BRADY'S WELDING & MACHINE SHOP, INC. BRADY'S WELDING & MACHINE SHOP 401(K) PLAN | HEALDTON OK | 429 | $13.9M | $54K |
| 3 | GOODWILL INDUSTRIES OF THE INLAND NORTHWEST GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN |
SPOKANE WA |
| 557 |
| $5.6M |
| $28K |
| 4 | ADVANCED MEDICAL PRICING SOLUTIONS ADVANCED MEDICAL PRICING SOLUTIONS 401(K) PROFIT SHARING PLAN | NORCROSS GA | 131 | $10.5M | $12K |
| 5 | TECHNICAL ENGINEERING CONSULTANTS TECHNICAL ENGINEERING CONSULTANTS 401(K) | TROY MI | 1,333 | $6.0M | $7K |
| 6 | LOTT OIL COMPANY, INC. LOTT OIL COMPANY, INC. 401K PLAN | NATCHITOCHES LA | 263 | $7.3M | $5K |
| 7 | SLK AMERICA INC. SLK AMERICA INC. 401(K) PLAN | CINCINNATI OH | 320 | $8.0M | $5K |
| 8 | FIVE STAR TRANSPORTATION, INC. FIVE STAR TRANSPORTATION, INC. 401(K) PLAN | SOUTH HADLEY MA | 290 | $1.6M | $4K |
| 9 | NATURAL ENERGY ENGINEERING SERVICES, PLLC NATURAL ENERGY SERVICES RETIREMENT READINESS PLAN | LEXINGTON KY | 176 | $3.0M | $4K |
| 10 | CARTER-HASTON REAL ESTATE SERVICES, INC. CARTER-HASTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN | NASHVILLE TN | 413 | $5.2M | $4K |
