Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Capital World G/I R3 in their Schedule of Assets, totaling $560K 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 | THOMAS G. GALLAGHER, INC. THOMAS G. GALLAGHER, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 114 | $19.4M | $419K |
| 2 | THE VILLAGE AT MANOR PARK, INC. THE VILLAGE AT MANOR PARK, INC. RETIREMENT PLAN | WEST ALLIS WI | 260 | $7.3M | $81K |
| 3 | SERVE U BRANDS, INC. SERVE U BRANDS, INC. 401(K) PLAN |
PHILADELPHIA PA |
| 781 |
| $3.8M |
| $60K |
