Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Funds Capital World Growth and Income Fund; in their Schedule of Assets, totaling $6.8M 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 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $1.9M |
| 2 | FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | TORRINGTON CT | 123 | $26.8M | $1.4M |
| 3 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN |
WEST HAVEN CT |
| 927 |
| $317.9M |
| $1.4M |
| 4 | THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON TX | 105 | $13.4M | $624K |
| 5 | COMMUNITY WEST BANK COMMUNITY WEST BANK RETIREMENT PLAN | FRESNO CA | 345 | $44.5M | $494K |
| 6 | ROIVANT SCIENCES, INC. ROIVANT SCIENCES, INC. 401(K) PLAN | NEW YORK NY | 783 | $115.4M | $399K |
| 7 | ACCORD CARTON LLC ACCORD CARTON 401(K) PLAN | ALSIP IL | 177 | $13.1M | $298K |
| 8 | THRIVE BEHAVIORAL HEALTH, LLC THRIVE BEHAVIORAL HEALTH, LLC 401(K) PLAN | ROSEDALE MD | 357 | $9.9M | $138K |
| 9 | ELEVATE CARE, INC. ELEVATE CARE, INC. 401(K) PLAN | SKOKIE IL | 1,725 | $8.1M | $88K |
| 10 | NEAL MAST & SON GREENHOUSES, INC. NEAL MAST & SON GREENHOUSES, INC. 401K PLAN | GRAND RAPIDS MI | 104 | $9.3M | $80K |
