American Funds Capital World GR&
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $12.9M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
26
Reported interest (EOY)
$12.9M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: American Funds Capital World GR&, American Funds Capital World GR & I. Counts combine all variants of the same investment.
Plans holding American Funds Capital World GR&ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BAYVIEW PHYSICIAN SERVICES , P.C. BAYVIEW PHYSICIAN SERVICES, P.C. 401K PROFIT SHARING PLAN | CHESAPEAKE VA | 296 | $120.3M | $3.1M |
| 2 | THOMAS & HUTTON ENGINEERING CO. THOMAS & HUTTON ENGINEERING CO. RETIREMENT PLAN | SAVANNAH GA | 529 | $133.3M | $2.4M |
| 3 | HENDERSON & WALTON WOMENS CENTER, P.C. HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING PLAN | BIRMINGHAM AL | 81 | $27.4M | $2.0M |
| 4 | NATURESCAPE NATURESCAPE 401(K) RETIREMENT PLAN | MUSKEGO WI | 289 | $14.8M | $1.4M |
| 5 | CRUZ ASSOCIATES, INC. CRUZ ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YORKTOWN VA | 332 | $35.2M | $929K |
| 6 | OKLAHOMA SURGICAL HOSPITAL, LLC OKLAHOMA SURGICAL HOSPITAL, LLC 401(K) PLAN | TULSA OK | 308 | $33.7M | $675K |
| 7 | HANCOCK ASKEW & CO., LLP HANCOCK ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN | SAVANNAH GA | 281 | $29.5M | $583K |
| 8 | EMPLOYEE RESOURCE ADMINISTRATION L.P. EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN | DALLAS TX | 273 | $24.1M | $379K |
| 9 | ERSTAD ARCHITECTS ERSTAD ARCHITECTS 401(K) PROFIT SHARING PLAN | BOISE ID | 18 | — | $332K |
| 10 | FASTCO INDUSTRIES, INC. FASTCO INDUSTRIES, INC. 401(K) PLAN | GRAND RAPIDS MI | 105 | $5.4M | $260K |
See all 26 plans holding American Funds Capital World GR&
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