Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds American Funds Capital World Gr&Inc R6 in their Schedule of Assets, totaling $3.1M 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 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $1.4M |
| 2 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $941K |
| 3 | RIVERSIDE REFRESHMENTS, INC. |
AUGUSTA GA |
| 131 |
| $10.8M |
| $326K |
| 4 | FM SYLVAN, INC. FM SYLVAN, INC. 401(K) SAVINGS PLAN | SOUTHFIELD MI | 166 | $10.4M | $224K |
| 5 | SENSIDYNE, LP SENSIDYNE, LP 401(K) PLAN | ST. PETERSBURG FL | 122 | $8.0M | $74K |
| 6 | HEART HOSPITAL OF LAFAYETTE, LLC HEART HOSPITAL OF LAFAYETTE 401(K) PLAN | LAFAYETTE LA | 77 | $6.9M | $60K |
| 7 | APPLE FORD, INC. APPLE FORD, INC. 401(K) PLAN | COLUMBIA MD | 165 | $7.0M | $19K |
| 8 | CP ENERGY ADMINISTRATION, LLC CP ENERGY ADMINISTRATION, LLC 401(K) PLAN | EDMOND OK | 160 | $6.6M | $11K |
| 9 | WIRT COUNTY HEALTH ASSOCIATION, INC. WIRT COUNTY HEALTH ASSOCIATION, INC. 401(K) PLAN | ELIZABETH WV | 147 | $5.7M | $8K |
| 10 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $4K |
