Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Amer Fnds Cap Wld Gr and In Fd in their Schedule of Assets, totaling $4.1M 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 | WOOD COUNTY HOSPITAL ASSOCIATION WOOD COUNTY HOSPITAL 403(B) PLAN | BOWLING GREEN OH | 962 | $52.6M | $2.8M |
| 2 | WILKS BROTHERS, LLC WILKS BROTHERS, LLC 401(K) PLAN | CISCO TX | 985 | $68.2M | $1.2M |
| 3 | GI PARTNERS OF ILLINOIS, LLC GI PARTNERS OF ILLINOIS, LLC 401(K) PLAN |
CHICAGO IL |
| 153 |
| $38.2M |
| $89K |
