Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31,199 U.S. retirement plans report holding a American Funds (Capital Group) fund in their Schedule of Assets, totaling $266.0B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | American Funds (Capital Group) position |
|---|---|---|---|---|---|
| 1 | SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING TX | 11,679 | $11.6B | $4.3B |
| 2 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $4.3B |
| 3 | TRADER JOE'S COMPANY |
MONROVIA CA |
| 64,951 |
| $3.2B |
| $2.8B |
| 4 | BARNABAS HEALTH INC. RWJBARNABAS HEALTH 401(K) SAVINGS PLAN | WEST ORANGE NJ | 28,586 | $3.0B | $2.3B |
| 5 | ABBOTT LABORATORIES ABBOTT LABORATORIES STOCK RETIREMENT PLAN | ABBOTT PARK IL | 38,001 | $15.8B | $2.1B |
| 6 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT PLAN | FARMINGTON CT | 29,076 | $2.9B | $2.0B |
| 7 | ABBVIE INC. ABBVIE SAVINGS PLAN | NORTH CHICAGO IL | 28,506 | $13.4B | $1.8B |
| 8 | NC TRANSACTION, INC. NEWS CORP 401(K) SAVINGS PLAN | NEW YORK NY | 8,014 | $3.7B | $1.4B |
| 9 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $1.4B |
| 10 | WORKDAY, INC. WORKDAY, INC. 401(K) PLAN | PLEASANTON CA | 12,750 | $2.6B | $1.3B |
