Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AM FDS Capital World Gr&Inc R5 Registered Investment Companies N/R in their Schedule of Assets, totaling $63K 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 | THE BALDWIN SCHOOL THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN | BRYN MAWR PA | 215 | $42.0M | $63K |
