Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Capital World Growth and Income Class R6 in their Schedule of Assets, totaling $1.1M 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 | SUN AND SANDS ENTERPRISES, LLC SUN AND SANDS ENTERPRISES PROFIT SHARING AND 401(K) PLAN | LA QUINTA CA | 112 | $14.9M | $789K |
| 2 | HOSPICE BRAZOS VALLEY, INC. HOSPICE BRAZOS VALLEY, INC. ERISA 403(B) PLAN | BRYAN TX | 89 | $4.7M | $224K |
| 3 | ROBINSON PAVING COMPANY, INC. |
COLUMBUS GA |
| 136 |
| $5.7M |
| $121K |
