Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Capital World G/I R4 in their Schedule of Assets, totaling $2.9M 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 | MONTEFIORE NYACK HOSPITAL DEFINED BENEFIT PENSION PLAN OF NYACK HOSPITAL | NYACK NY | 30 | $24.5M | $928K |
| 2 | MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH, LLP MCCORMICK BARSTOW 401(K) RETIREMENT PLAN | FRESNO CA | 142 | $114.4M | $875K |
| 3 | GB SALES & SERVICE, INC. |
CANTON MI |
| 270 |
| $15.1M |
| $547K |
| 4 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $415K |
| 5 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN | CORINTH TX | 182 | $31.5M | $95K |
| 6 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $85K |
