Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Group American Funds Retirement Income Portfolio – Conservative in their Schedule of Assets, totaling $239K 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 | RAM PARTNERS, LLC RAM PARTNERS, LLC 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 1,941 | $25.3M | $239K |
