Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Growth and Income Fund Mutual fund, 4,152 shares in their Schedule of Assets, totaling $1.6M 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 | LUMA ENERGY, LLC LUMA ENERGY 401 (K) PR RETIREMENT SAVINGS PLAN | SAN JUAN PR | 3,715 | $75.7M | $1.6M |
