Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Growth and Income Portfolio Mutual Fund in their Schedule of Assets, totaling $120K 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 | THE HELPER BEES, INC. THE HELPER BEES 401(K) PLAN | AUSTIN TX | 217 | $3.0M | $87K |
| 2 | ACCESS XP LLC ACCESS XP RETIREMENT PLAN | SAN DIEGO CA | 221 | $7.5M | $19K |
| 3 | MONTGOMERYS FURNITURE, INC. MONTGOMERY'S 401(K) PLAN | MADISON |
| 110 |
| $4.8M |
| $14K |
