Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Capital World Growth and Income R6 in their Schedule of Assets, totaling $4.9M 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 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT PLAN | MANASSAS VA | 2,961 | $218.7M | $1.6M |
| 2 | MONTEFIORE NYACK HOSPITAL MONTEFIORE NYACK HOSPITAL 403(B) PLAN | NYACK NY | 878 | $75.1M | $1.4M |
| 3 | CENTER FOR FAMILY HEALTH CENTER FOR FAMILY HEALTH 403(B) EMPLOYER RETIREMENT PLAN |
JACKSON MI |
| 261 |
| $14.0M |
| $1.3M |
| 4 | VELOCITY SOLUTIONS, LLC VELOCITY SOLUTIONS, LLC 401(K) PLAN | FORT LAUDERDALE FL | 109 | $19.8M | $457K |
| 5 | HOSPICE OF SOUTHERN ILLINOIS, INC. HOSPICE OF SOUTHERN ILLINOIS, INC. 403(B) PLAN | BELLEVILLE IL | 118 | $5.8M | $143K |
| 6 | ALLIED CRAWFORD STEEL, INC. ALLIED CRAWFORD STEEL, INC. 401(K) RETIREMENT PLAN | NORTH CHARLESTON SC | 437 | $1.9M | $25K |
