Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding s American Funds International Growth and Income Fund in their Schedule of Assets, totaling $18.4M 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 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN | LOUISVILLE KY | 2,054 | $648.5M | $17.0M |
| 2 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEE | LOUISVILLE KY | 335 | $35.9M | $893K |
| 3 | THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUND |
MILWAUKEE WI |
| 3,756 |
| $309.5M |
| $293K |
| 4 | V. MARCHESE, INC. V. MARCHESE, INC. PROFIT SHARING PLAN | MILWAUKEE WI | 153 | $4.5M | $224K |
