Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES AMERICAN FUNDS MODERATE GI PORTFOLI in their Schedule of Assets, totaling $181K 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 | SUIZA DAIRY CORP. PLAN DE PARTICIPACION DE GANANCIAS PARA LOS EMPLEADOS DE SUIZA DAIRY Y SUS AFILIADAS | SAN JUAN PR | 284 | $18.0M | $181K |
