Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds Capital World Growth and Income Fund® Class R-6 in their Schedule of Assets, totaling $3.9M 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 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $2.2M |
| 2 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $1.3M |
| 3 | APEX DENTAL LABORATORY GROUP, LLC |
WACO TX |
| 321 |
| $7.3M |
| $244K |
| 4 | FARMERS PRIDE INC. FARMERS PRIDE EMPLOYEE PROFIT SHARING AND SAVINGS PLAN | FREDERICKSBURG PA | 2,328 | $35.9M | $81K |
| 5 | SOLIDWOOD FOREST SOLIDWOOD FOREST 401(K) PROFIT SHARING PLAN & TRUST | WALLER TX | 219 | $3.5M | $78K |
