Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Capital World G/I R6 N/R in their Schedule of Assets, totaling $2.0M 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 | THE FALL RIVER GROUP, INC. THE FALL RIVER GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | FALL RIVER WI | 191 | $28.4M | $1.9M |
| 2 | CONIFER HOLDINGS, INC. CONIFER HOLDINGS, INC. 401(K) PLAN | TROY MI | 52 | $6.9M | $90K |
