Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds Capital World G/I R3 N/R* in their Schedule of Assets, totaling $214K 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 | PHILLIPS FOODS, INC. PHILLIPS FOODS, INC. 401K PROFIT SHARING PLAN | BALTIMORE MD | 123 | $11.7M | $214K |
