Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s American Funds Moderate Growth and Income Portfolio R6 Mutual Fund in their Schedule of Assets, totaling $770K 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 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $734K |
| 2 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 703 | $7.6M | $36K |
