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 R6 N/A in their Schedule of Assets, totaling $12.5M 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 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN | HARRISBURG PA | 7,231 | $521.1M | $9.5M |
| 2 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 401(K) PLAN | HARRISBURG PA | 1,089 | $80.6M | $1.3M |
| 3 | THUNDER BAY COMMUNITY HEALTH SERVICE, INC. THUNDER BAY COMMUNITY HEALTH SERVICE 401(K) PLAN |
ALPENA MI |
| 206 |
| $13.4M |
| $920K |
| 4 | COATES FIELD SERVICE, INC. COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN | OKLAHOMA CITY OK | 210 | $15.1M | $576K |
| 5 | ESSENTIAL HR, INC. FIRSTSTAR HR RETIREMENT SAVINGS PLAN | DALLAS TX | 308 | $16.5M | $187K |
| 6 | GREATER PITTSBURGH COMMUNITY FOOD BANK GPCFB 403(B) RETIREMENT PLAN | DUQUESNE PA | 159 | $10.8M | $30K |
